David Lerner Associates: Misconceptions and Realities about Social Security
There is no doubt about it, Social Security is an essential source of retirement income for most Americans. More than nine out of ten people age 65 and older obtain Social Security advantages.
David Lerner Associates: Managing Periods of Crisis
Smart planning is the key to effectively handling periods of crisis. Whether you are planning ahead or dealing with a crisis now, take control. Here are some tips.
David Lerner Associates: How can I defend myself from identity theft?
The most effective way to protect yourself from identity fraud is to try to prevent it from happening in the first place. Here are some tips.
David Lerner Associates: Leaving a Legacy
You have worked hard over the years to build up wealth, and you probably find it comforting to know that the assets you leave behind will continue to be a source of support for your family.
David Lerner Associates: Setting and Prioritizing Your Budget Goals
Without clear budget goals your financial life may remain in disarray. Your budget goals help you turn your financial wish list into an action strategy.
David Lerner Associates: Evaluating Risk Tolerance
All investments have some level of risk, and if you are planning to invest your money, it is important to become familiar with how much volatility you can endure.
David Lerner Associates: Are You Planning to Work During Retirement
As employees near retirement age, more and more plan to work at least some of the time during the course of their retirement years.
David Lerner Associates: Is Bitcoin Just a Trend or the Future of Currency?
It is hard to use a currency when you are not sure from day to day whether the amount in your virtual wallet is worth enough to buy a Range Rover or a tank of gas.