David Lerner Associates News: Five Ways to Power Up a Life Insurance Generator
David Lerner Associates identifies five key areas that can be "powered up" by plugging into a "life insurance generator".
Retirement Saving Strategies for Married Couples
If you are married and plan to stay that way for the long term, it is important that your retirement savings strategies reflect this. Retirement savings strategies for married couples may differ from strategies for single individuals.
Take Our Olympic Retirement Saving Quiz
Elite athletes train for most of their lives to compete in the Olympics and similarly, it takes many years of planning, dedication and discipline in order to help ensure a financially secure retirement.
5 Ways to Become an Olympic Retirement Saver
It took many years of hard work, dedication and training for Olympic athletes to reach the pinnacle of athletic achievement.In some ways saving for retirement is similar to training to compete in the Olympic Games
Understanding the In is and Out is of Roth IRAs
Since they were created by Congress in 1997, Roth IRAs have become one of the most popular retirement savings vehicles in America. Their popularity primarily stems from the fact that Roth IRA earnings can be withdrawn tax free in retirement.
David Lerner Associates: Review of Common Money MIstakes
Most people try to avoid making major mistakes when it comes to managing their money. Even the most savvy money managers are not immune from making a few blunders.In this review we examine five common personal financial and money management mistakes.
David Lerner Associates: Review Your Financial Resolutions for the New Year
Review what might be on your list of financial resolutions this year. And instead of calling them New Year;s resolutions, regard them as smart financial steps that you can take to help get and keep your finances on track this year.
David Lerner Associates: Review the Safety of your Pension Plan
In the wake of Detroit is bankruptcy filing some public and private sector workers and retirees in other cities are reviewing the security of their pensions.