David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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08/21/2017
Common Investment Mistakes
Making investment mistakes can be very costly, for obvious reasons, and so they should be avoided if possible. But faced with a multitude of investment choices, it can be easy to become overwhelmed and fall into poor decisions.

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08/17/2017
Social Security and Your Portfolio
You may be counting on Social Security for your retirement years, but if you're not counting Social Security as a part of your overall asset allocation, you may be missing out on bigger gains in your retirement savings portfolio.

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08/15/2017
Budgeting Tips
Living within your means is the surest way to not fall into a bottomless pit of debt. But that means really taking your financial life by the horns.

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08/13/2017
Emergency Funds, Baby Boomers and Millennials
Since the 2008 economic crash Americans are saving more than they have in the last 7 years. Even so, nearly a quarter of the population has no emergency savings.

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08/11/2017
Everyone Should Have an Estate Plan
No matter your personal situation, married or single, older generation approaching retirement or younger generation starting out on a career, an estate plan is something that can benefit everyone.

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08/09/2017
David Lerner Associates Raises $8,400 to Benefit the Nassau-Suffolk Chapter of the Autism Society of America
David Lerner Associates announced today that its 8th Annual Charity Car Show raised approximately $8,400 to benefit the Nassau-Suffolk Chapter of the Autism Society of America.

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08/04/2017
The Financial Future of Millennials
Many Millennials believe that having a financial advisor is not necessary. In fact, over 60% of adults don’t have a financial advisor of any kind.

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08/02/2017
Financial Regrets
4 out of 5 Americans have financial regrets and wish they could turn the clock back so that they could make smarter decisions with their finances.

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07/31/2017
Planning Your Financial Future
Having a strong financial plan is important no matter what stage of life you're in.

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07/28/2017
When to Claim Social Security
The decision of when to take Social Security benefits is for many Americans largely a matter of financial necessity rather than financial planning.

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07/26/2017
Dating and Finance Mistakes
Summertime is here, and that typically that means a lot of people have shed their "winter weight" and are back in the dating pool.

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07/24/2017
Family and Financial Strategies
Some of the most common financial regrets among Americans were not saving for retirement, followed by saving for emergency expenses, taking on too much debt, and not saving for their children's education.

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07/21/2017
How to Manage your Credit Card Debt
If paying down your credit card debt is something that you are trying to do, here are some tips.

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07/19/2017
Simplifying Retirement Savings
For the average person, saving for retirement doesn't need to be so confusing. Here is some simple and understandable retirement advice.

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07/19/2017
David Lerner Associates Announces 8th Annual Charity Car Show to Benefit the Nassau-Suffolk Chapter of the Autism Society of America
David Lerner Associates has announced the 8th Annual David Lerner Associates Charity Car Show will be held on Sunday, July 23, 2017.

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07/16/2017
Small Business Tips
July 20th is National Get to Know Your Customers Day. For a small business, knowing your customers is an essential part of growing your enterprise.

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07/14/2017
Women and Retirement Shortfalls
Women, on average, are more likely than men to face a retirement income shortfall.

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07/12/2017
Being Prepared for College Savings
Unless you plan ahead it's likely that you will be part of the majority of American families who do not have a college savings plan in place.

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07/10/2017
Cyber Security
In the event that your personal information is compromised online, here are some things you can do right away to fix the problem.

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07/09/2017
Financial Education for the Younger Generation
It may not come as a surprise to anyone that Millennials do not have an excellent grasp on the management on their money.

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