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3 Apr 2023 - Living on just a social security check when you are retired can be a challenge, especially if you have not saved enough money for your golden years.

David Lerner Associates News

20 Jan 2012 - According to a recent report from the AARP people who provide assistance to a loved one with a long-term illness or disability do not see themselves as "caregivers", but instead through their relationship with the disabled.

New Clean Vehicle Tax Credit Guidance Issued

7 Jun 2023 -

Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles meeting certain requirements (including electric, plug-in hybrid, and fuel cell vehicles).

Financial literacy and saving for college

5 Jun 2023 -

The rise in cost is making it more important than ever for families to save for their children's education.

Financial literacy is a critical skill

2 Jun 2023 -

Financial literacy is a critical skill that every person should possess.

Retirement Planning Information

Baby Boomer Retirement Savings: How Do You Stack Up?

9 Jun 2023 -

Many boomers are coming face-to-face with a new American economic reality: Retirement means a transition into relatively hard times.

Best Lake-Towns to Retire to in 2023

26 Apr 2023 -

Retirement is a time to enjoy life to the fullest. You need to relax and pursue new interests.

Financial Literacy in Retirement

21 Apr 2023 -

The conventional life-cycle model of financial behavior suggests that people approaching retirement will be near or at the peak of their wealth accumulation process.

Women's Financial Literacy

9 Personal Finance Tools and Resources for Women

31 May 2023 -

Whether single, married, or divorced, working full time, or balancing career and family, women have a unique set of challenges.

Closing the Gender Gap in Investing

19 May 2023 - Gender equality and improving women's financial security need to be addressed.

Women: The Importance of Financial Literacy

10 Apr 2023 -

Women face unique challenges when it comes to managing their finances.

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