David Lerner Associates

Finances

Women and Estate Planning Basics

Women and Estate Planning Basics

  When it concerns estate planning, females have unique concerns. The fact is that women live approximately 4.8 years longer than men.  “That’s significant because it means that there’s a greater chance that you’ll need your assets to last for a longer time period and a greater need to plan [...]

by × August 1, 2014 × 0 comments

Retirement

Should You Pay Off Your Debt or Save for Your Retirement?

Should You Pay Off Your Debt or Save for Your Retirement?

You can use a range of methods to pay off debt, many of which can cut not only the amount of time it will require to pay off the debt, but also the total interest paid. Like many people, you may be torn between paying off debt and the need [...]

by × July 31, 2014 × 0 comments

Retirement

6 Common Questions About 401(k) Plans

6 Common Questions About 401(k) Plans

  401(k)s have become one of the most popular retirement savings vehicles in America. But many people, including those who have been participating in a 401(k) plan for many years, aren’t clear about all the details when it comes to how their 401(k) plan works. So here is a brief 401(k) [...]

by × July 17, 2014 × 0 comments

Finances

3 Steps to Help Prevent Financial Fraud

3 Steps to Help Prevent Financial Fraud

  According to the FINRA Investor Education Foundation, Financial Fraud and Fraud Susceptibility in the United States.report, 84 percent of respondents have been solicited to participate in potentially fraudulent schemes. At least 16 percent said they invested money in response to a fraudulent offer. The research determined that older Americans [...]

by × July 17, 2014 × 0 comments

Retirement

4 Smart Retirement Strategies

4 Smart Retirement Strategies

Watch the video at http://youtu.be/v5asK9Wbct4   The recent recession, coupled with the sluggish economic recuperation, has been hard on many young Americans.  The young group known as the Millennial generation are graduating college with enormous student loans and inadequate options for a job that makes the most of the knowledge [...]

by × July 3, 2014 × 0 comments

Retirement

5 Things to Share with Your Investment Counselor

5 Things to Share with Your Investment Counselor

By Martin Walcoe The more information you share with your investment counselor about your personal financial situation, the more equipped your advisor will be to help you meet your financial and investment goals.

by × May 22, 2014 × 0 comments