Retirement Planning Information

Three Mistakes in Retirement

19 Aug 2022 -

How you spend your time makes a difference, particularly when planning for your later years.

How to Make More of Your 401K

11 Aug 2022 -

A 401(K) is one of the most used vehicles for saving for retirement. If you are an employee, putting money in your 401(K) is one of the best ways to start your retirement plan.

The Homebuyer Conundrum

9 Aug 2022 -

One of the things many retirees have on their list to to-do's is where to retire and in what type of home.

1 in 5 Older Americans Believe this Retirement Myth

6 May 2022 -

According to a Fidelity Investments survey, many older Americans subscribe to the belief that financial advisors would suggest using 10 to 15 percent of their retirement funds each year.

Retirement and Debt

25 Apr 2022 -

Retirement is something that should be enjoyed, not dreaded. As you age you find out that there are certain things that are more important than others.

Can You Live on Social Security Alone?

14 Feb 2022 -

Retiring and relaxing is not something you can do if you don’t have money.

Debts You Should Pay off Before Retirement

9 Feb 2022 - As one prepares for retirement, it would be wise to prioritize which debts to focus on before you give notice to your employer that you’ll be exiting the workforce

Working From Home in Retirement

2 Feb 2022 - Retirement seems to be harder to achieve these days for many folks in America. Saving for your later years takes time and commitment and you have to set goals.

Couples Retirement Planning

21 Jan 2022 - As a couple, you have more than yourself to think about. There are two of you entering a new phase in your lives which is an exciting and worrying time. 

Retiring in 2022

5 Jan 2022 -

There have been some positive outcomes from the pandemic - one of them is the change to doing business online instead of in-person

  • Press Contacts

    Jake Mendlinger
    Account Manager
    516.829.8374 X 232

    • Connect With Us

    • RSS Feeds

    David Lerner News

    REIT Investments

    Retirement Planning Information

    Women's Financial Literacy

    • Tags

    Enter Title