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.
David Lerner Associates: Making Sense of Bond Yields and the Yield Curve
When it comes to investing in bonds, among the first factors to consider is yield, but what exactly is "yield?" The answer depends on how the term is being used.
David Lerner Associates: Funeral Insurance May Be Necessary, But Watch Out for Scams
Funeral insurance is a way to spare your loved ones the financial burden of needing to pay for your final expenses. Here is some helpful information about funeral insurance and how to avoid scams.
New FINRA Report: Financial Fraud Is On the Rise
Even though fraud solicitations are widespread many say they cannot identify classic red flags of financial fraud.