David Lerner Associates News: Elder Poverty Is Projected to Rise
The Social Security system "is facing serious financial problems, and action is needed soon to make sure the system will be sound when today is younger workers are ready for retirement."
Women and Wealth Management: Is There a Gender Gap?
A new study conducted by Boston Consulting Group indicates that women believe they receive a lower quality of wealth management service than men do.Over half (55 percent) of the women who responded said their wealth manager could do a better job of advising them than he or she was currently doing.
David Lerner Associates News: 5 Financial Goals Before You Reach 40
The 40s are generally considered to be the beginning of middle age. It is a critical stage for setting yourself up financially for the second half of your life
David Lerner Associates News: Is a College Degree Still Worthwhile?
Many Americans are starting to question the value of a college degree. A recent study seems to indicate that a college degree is indeed worthwhile.
In Your 50s: Making a Final Retirement Savings Push
As they have started to become more health conscious, eating better and exercising more, many 50-somethings are feeling a lot better than they thought they would at this age. This has prompted the mantra among many that "50 is the new 40."
Retirement Choices – It is Up to You
Recent generations of Americans have been raised to believe that retirement is the ideal end-game for their life. You will work hard for 40 years or so and when you reach that magical age of 65, you will enter your "golden years".
The Retirement Disconnect: Confidence Does not Mirror Practices
Despite increased confidence in their ability to retire Americans in general are no more likely to have saved any more money for retirement this year than they did last year.
David Lerner Associates News: 2014 Social Security COLA Is.1.5 Percent
In October the SSA announced that the Social Security Cost-of-Living (COLA) in 2014 will be 1.5 percent, down slightly from the 1.7 percent increase in 2013.