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Learn about Bonds
Buying Municipal Bonds
Municipal Bond Swaps
Municipal Bond Ratings
Municipal Bonds and Taxes
Build America Bonds
Stripped Municipal Bonds
Zero Coupon Bonds
Assessing Risk
Learn about Mutual Funds
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The Accumulation Years
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Retirement Planning Information
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David Lerner Associates: 3 Retirement Saving Tips
14 Oct 2015 -
Unfortunately, many Americans approaching retirement are not ready and may have to delay retirement, or work part-time, to meet their expenses.
David Lerner Associates: The American Retirement Crisis
1 Oct 2015 -
The growth in the older age group has changed the face of the U.S.workforce. The share of workers age 55 and over hit 22 percent in July 2014. That is the highest since record-keeping began in 1948.
David Lerner Associates: Retirement Income Gender Gap
25 Sep 2015 -
One of the most important factors is retirement planning is to figure out your retirement income needs. There are many reasons why women are more likely than men to face a retirement income shortfall.
Moving from Work to Retirement
21 Jul 2015 -
As you near retirement age there are a lot of decisions to be made. The most important one is whether you can afford to retire, and if so, at what age?
Retirement Plan Considerations at Different Stages of Life
13 Jul 2015 -
Although it may not seem so at the start of your career retirement planning should always be a major part of your financial plan.
Retirement Income: The 3-Legged Stool
14 Jun 2015 -
Retirement income has been described as a "three-legged stool" composed of Social Security, traditional employer pension income and individual savings and investments.
Working While in Retirement
23 May 2015 -
An increasing number of employees nearing retirement plan to work for at least some period of time during their retirement years. The obvious advantage of working during retirement is that you will be earning money and relying less on your retirement savings-
Savings Plan a Key Factor in Retirement Confidence
18 May 2015 -
The 2015 annual Retirement Confidence Survey (RCS) found that confidence of American workers in their ability to retire comfortably continues to rebound from the record lows of the years 2009- 20013. The key factor in this increasing optimism is having a savings plan in place.
Facts About Small Business Retirement Plans
17 May 2015 -
Small Business Week: Retirement Plans
16 May 2015 -
If you own a small company and you have not established a retirement savings plan, Small Business Week is the perfect time to review the situation. A retirement plan can assist you and your employees save for the future.
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Jake Mendlinger
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Zimmerman/Edelson
516.829.8374 X 232
jmendlinger@zimmed.com
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