David Lerner Associates

Retirement

How Realistic Are Americans’ Retirement Dreams?

How Realistic Are Americans’ Retirement Dreams?

  By Martin Walcoe Recent generations of Americans have grown up with a picture of retirement that’s based on their parents and grandparents: Stopping working at around age 65 or sooner in order to spend the rest of their lives traveling, visiting children and grandchildren, indulging in hobbies and recreation, [...]

by × May 8, 2014 × 0 comments

Retirement

Making a Final Retirement Savings Push

Making a Final Retirement Savings Push

  As they have started to become more health conscious, eating better and exercising more, many 50-somethings are feeling a lot better than they thought they would at this age. This has prompted the mantra among many that “50 is the new 40.” The same could be said about their [...]

by × April 28, 2014 × 0 comments

Finances, Retirement

4 Important Retirement Decisions

4 Important Retirement Decisions

Some people are extremely disciplined when it comes to saving diligently and investing wisely for retirement throughout their working lives. But the need for discipline and diligence doesn’t stop when you actually reach retirement age and enter your golden years. This same level of discipline and discernment is also required [...]

by × April 9, 2014 × 0 comments

Finances

April is Women’s Financial Literacy Month

April is Women’s Financial Literacy Month

  How is your financial IQ? According to the Financial Finesse study women are not quite as smart as we should be when it comes to our finances. Check out this handy Financial Literacy Guide to help you improve your knowledge. Women’s Financial Literacy Guide 2014 –

by × April 4, 2014 × 0 comments

Finances, Retirement

Inheriting a Retirement Account

Inheriting a Retirement Account

Inheriting a retirement account can feel like winning the lottery. That’s the good news. The bad news is that not following the hard-and-fast rules governing inherited retirement accounts can result in much of that windfall going to the taxman. “The rules are hard-and-fast, and they must be followed to the [...]

by × March 15, 2014 × 0 comments

Finances, Retirement

5 Tax Planning Strategies for Retirees in 2014

5 Tax Planning Strategies for Retirees in 2014

    If you have recently finished filing your 2013 tax return, the last thing you probably want to think about is your 2014 return. But many experts say that now is actually a good time for retirees to get a jumpstart on their 2014 taxes. Here are five areas [...]

by × March 15, 2014 × 0 comments