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David Lerner Associates: Coping with Fraud and Identity Theft

David Lerner Associates: Coping with Fraud and Identity Theft

07/04/2015 - Whether they're snatching your purse, diving into dumpsters, stealing mail, or hacking into computers, identify thieves are a reality and can cause havoc with your financial life.

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David Lerner Associates News

Give Your Children a Basic Financial EducationGive Your Children a Basic Financial Education

07/03/2015 - Kids today are very financially aware - even before they can count. As soon as they are old enough to handle money, teach them the basics of how to handle it wisely.

David Lerner Associates to Sponsor Three ‘Music Under the Stars’ Concerts in the Town of Oyster BayDavid Lerner Associates to Sponsor Three ‘Music Under the Stars’ Concerts in the Town of Oyster Bay

07/02/2015 - The free summer concerts are sponsored by David Lerner Associates to bring the community together to enjoy great music and beautiful weather.

David Lerner Associates:Life Insurance at Various Life StagesDavid Lerner Associates:Life Insurance at Various Life Stages

07/01/2015 - Just as financial needs change over time, so too does the need for life insurance change with new circumstances. Let's look at how your life insurance needs change throughout your lifetime.

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Retirement Planning Information

Retirement Income: The 3-Legged StoolRetirement Income: The 3-Legged Stool

06/14/2015 - Retirement income has been described as a "three-legged stool" composed of Social Security, traditional employer pension income and individual savings and investments.

Working While in RetirementWorking While in Retirement

05/23/2015 - An increasing number of employees nearing retirement plan to work for at least some period of time during their retirement years. The obvious advantage of working during retirement is that you'll be earning money and relying less on your retirement savings-

Savings Plan a Key Factor in  Retirement ConfidenceSavings Plan a Key Factor in Retirement Confidence

05/18/2015 - The 2015 annual Retirement Confidence Survey (RCS) found that confidence of American workers in their ability to retire comfortably continues to rebound from the record lows of the years 2009- 20013. The key factor in this increasing optimism is having a savings plan in place.

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Women's Financial Literacy

The Difference Between Growth Investing and Value Investing The Difference Between Growth Investing and Value Investing

03/30/2015 - When you invest for growth, you are usually seeking capital appreciation over the long term A value investor looks for bargains, and chooses investments that have low prices in relation to such factors as earnings, sales, net current assets, and the book value of the issuing companies.

Comprehending Investment Terms and ConceptsComprehending Investment Terms and Concepts

03/15/2015 - There are some fundamental principles you should understand when evaluating an investment opportunity or making an investment decision. The most important principle is simply good common sense.

How to Create a Family EndowmentHow to Create a Family Endowment

02/25/2015 - 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 generations.

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