Retirement Planning Information

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.

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.

Older Americans Month: Retirement Basics

5 May 2015 - It is a well-known fact that the majority of Americans have not planned for their retirement. Research from the Insured Retirement Institute shows that only a third of Baby Boomers are confident their savings will last throughout all their retirement years

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    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com

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