Coronavirus Update: Information about the steps David Lerner Associates is taking to provide uninterrupted service to our clients.
The FTC (Federal Trade Commission) estimates that millions of Americans are victims of consumer fraud each year. Older investors are a favorite target of fraudsters who focus on investments.
The Coronavirus crisis has affected millions, but Boomers have been hit harder in more ways than one. Staying connected is more important than ever.
The devastating impact of the coronavirus has people wondering how they are going to get through the year and what the future holds.
According to the SSA and the IRS, the monthly Social Security payments will continue as normal but there will be one change.
With all this attention on packing up your work-life early and jumping into a pre-age-65 retirement, let’s take a closer look at some of the facts, and some tips to get you there.
Full retirement is the age you can receive 100 percent of your benefits. It used to be 65 but there has been some talk about raising the Social Security retirement age.
Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family, and plan for retirement. Financial literacy guides financial decisions
Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family and plan for retirement. Making educated financial decisions is essential.
It’s very interesting to see how men and women in America are budgeting and living across the gender gap.