David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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09/27/2016
FINRA Study Reveals Millennials Lack in Financial Capabilities
Given the financial challenges millennials face, the ability to make well-informed and effective financial choices is important for them. A FINRA National Study suggests that younger Americans lack the financial knowledge to make well-informed decisions and that they engage in behaviors that are detrimental to their financial health.

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09/26/2016
Basics of Life Insurance
Death is not the most pleasant of subjects to discuss. But deciding on how much life insurance - and which type of life insurance - to put in place might turn out to be the most important talk of all.

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09/23/2016
Top Financial Mistakes That Affect Your Retirement
As retirement approaches more and more Baby Boomers are taking stock of their financial decisions along the road to their golden years.

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09/21/2016
Women and Life Insurance
Women have more financial responsibilities than ever before. The hard truth is that death is inescapable, short of someone discovering a way to reverse aging permanently, and life insurance is not like other types of insurance. It's the only kind of insurance where the policyholder is guaranteed to need it at some point in time.

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09/20/2016
Life Insurance and Small Business
When faced with the death of a small business owner, it can be the source of great instability. Besides personal loss it raises logistical questions involving the replacement of key leadership going forward.

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09/19/2016
Reaching Goals of Financial Success
Saving for retirement, taking care of one's family, eating healthier, exercising more - these are goals that a lot of people have. Sometimes it's difficult to achieve those goals when temptations lead us astray. We want to save for retirement, but then we conveniently forget our budget constraints when making a purchase.

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09/18/2016
Life Insurance vs Other Types of Insurance
Life insurance is very different from the other kinds of insurance available to you. The differences are important to consider as you think over your insurance needs.

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09/15/2016
Women and Money - The Financial Gendar Gap
The World Economic Forum's Global Gender Gap Report shows that women are worse off this year. the pay gap is now at 64 percent.

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09/14/2016
Millennials and Retirement
It seems that Millennials have been getting a bad reputation and they don’t deserve it. The common view of the next generation of young adults is that they are attached to their phones or mobile devices and have no idea about the real value of money. Many articles mention that Millennials are not saving for the future and, in fact, could be facing a bleak financial future.

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09/13/2016
5 Top Finance Tips No Matter Your Age
Whether you are in college or even about to retire, there are a few things that you should be doing to make sure you are financially safe and secure. The following pointers are things that can be done by anyone who wants to make sure that they have control of their finances, both in the present and looking towards the future.

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09/09/2016
September is National Life Insurance Awareness Month
September is National Life Insurance Awareness Month. In the past many families have viewed life insurance primarily as a way to pay for funeral expenses but it's become much more than that today. Now it's seen as an integral part of estate planning.

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09/08/2016
Retirement Planning and Financial Professionals
When planning for retirement, making sure the information you have is accurate is very important. How do you know that the person you're trusting with your future has the right information?

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09/06/2016
Are You Facing A Retirement Income Shortfall?
According to a study by TransAmerica women are far less confident of their ability to retire with a comfortable lifestyle. The same study shows that most women are planning to retire at 65, or not at all, continuing to work into their retirement years.

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09/01/2016
FINRA Finds Most Americans are Financially Better Off in 2016
Americans are finding it easier to pay their bills and are increasingly satisfied with their finances, but this does not apply to everyone. Minorities and young people are still feeling the pinch

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08/31/2016
Financial Planning for Retirement
The average retirement age is somewhere between 62 and 65. In order to retire by 65, you will likely need to have accumulated a sizable nest egg by the time you reach your 60s.

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08/30/2016
Estate Planning Essential Documents
According to the American Bar Association, more than half of Americans pass away without a will or an estate plan. If you consider the age when a person should be giving serious thought to these things, 62% of Americans aged 45-54, and an even higher percentage of women that age have not drafted wills. Here is a brief overview of the types of documents that are essential to any estate plan, and the reasons why.

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08/29/2016
3 Steps to Eliminate Credit Card Debt
When it comes to debt, it can be debated whether there is such a thing as "good" or "bad" debt. Either way, eliminating credit card debt is always a good idea. Consider these three steps for getting out of credit card debt.

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08/24/2016
Death and Debt
The death of a spouse is heartbreaking and something that no one really wants to think about. Unfortunately, it is something that needs to be considered and a plan put in place to ease the major adjustment in one's life. The surviving spouse faces more than just overwhelming emotions - he or she may also face the challenge of handling a loved one's outstanding debts.

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08/22/2016
5 Steps for a Better Retirement
Do you worry about your retirement? According to experts, you should be worried. A Government Accountability Office analysis found that average Americans between the ages of 55 and 64 have saved only about $104,000 in retirement savings.

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08/17/2016
Financial Lessons for College Students
Almost 2 million students are expected to graduate this year, and according to some reports they'll be entering a very positive job market. Along with many other freedoms graduates will experience once they end their school career, they will also have to manage their own finances, probably for the first time.

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