investment

Finances

4 Financial Strategies for Young Adults

4 Financial Strategies for Young Adults

4 Financial Strategies for Young Adults from David Lerner Associates   As they graduate from college and begin their careers, many young people often discover that the “real world” is very different from what they thought it would be based on the glamorous images of the make-believe lives of 20-somethings [...]

by × August 12, 2013 × 0 comments

Finances

How to Create a Family Endowment

How to Create a Family Endowment

A family endowment is something that may benefit everyone in a family – including you. The goals of an endowment are simple – accumulate enough assets to allow you to live comfortably off the income during retirement and to maintain and preserve the principle for your loved ones and future [...]

by × February 21, 2013 × 0 comments

Finances, Retirement

Ready for Retirement?

Ready for Retirement?

In 2011, the first wave of baby boomers hit the traditional retirement age of 65. And over the next 19 years, another 10,000 baby boomers will turn 65 every day, according to research by the Pew Research Center that was reported on by foxbusiness.com. Unfortunately, many of these baby boomers [...]

by × February 14, 2013 × 0 comments

Finances

How to Close the Financial Literacy Gap

How to Close the Financial Literacy Gap

According to several recent studies, there may be a significant “financial literacy gap” in the U.S. when it comes to how much men and women understand personal finances. One of these studies, for example, determined that there is now an average gender gap between men and women of 15 percent [...]

by × January 24, 2013 × 0 comments

Finances

The Importance of Financial Literacy for Women

The Importance of Financial Literacy for Women

Today, we are beginning a new series of articles discussing the importance of financial literacy for women. Financial literacy may be more important now than ever, given the increasing complexity of today’s financial and investing world. However, some recent studies indicate that there is a relatively low level of financial [...]

by × January 18, 2013 × 0 comments

Retirement

Important Decisions for Retirees and Near-Retirees

Important Decisions for Retirees and Near-Retirees

The years immediately preceding retirement, and the first couple of years of actual retirement, are a critical time for individuals. After carefully planning and diligently saving for retirement most of their lives, individuals must make some important decisions during this time. “These decisions could have a big impact on an [...]

by × November 15, 2012 × 0 comments