David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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12/09/2016
Closing the Gender Gap in Retirement Planning
It's no secret that there is a gap in earnings between men and women, and while great strides have been made toward gender equality, how does that translate into retirement preparations?

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12/08/2016
End of Year Financial Advice
2016 has been a wild year, arguably one of the more interesting years we've seen in recent history. And as the year winds to a close, there are some things to take note of and tie a bow on your financial concerns.

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12/07/2016
Retirement vs College Savings
Some people are faced with this very real decision - do you start saving for Little Johnny's college tuition, or do you focus on your own retirement first?

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12/05/2016
Holiday Season and Credit Card Mistakes
With the holidays upon us it is always tempting to take advantage of those specials being offered by stores this time of year but without some good sense monitoring your credit card activity there are some dangerous blunders that can be made.

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12/02/2016
Retirement and Life Expectancy
Life expectancy is something to take into account when planning your retirement.

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11/30/2016
Taxes and the New President
Now that the election is over, some think that 2017 could be one of the most influential tax reform years in history.

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11/29/2016
Retirement Planning For Couples
Couples have some unique advantages when it comes to retirement planning. For one thing, you have someone to pool resources with, share expenses, and help inspire (or nag) one another to save more.

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11/28/2016
Avoid These Retirement Planning Mistakes
Retirement looks different for everyone. Whether you want to finally climb that mountain you've been thinking about for years or spend the rest of your days in the warm tropical climes of a faraway beach paradise, someone is going to have to pay for it.

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11/26/2016
Small Business Saturday
November 26th is designated as Small Business Saturday, a special day set aside as part of an American Express program to encourage people nationwide to support small local businesses.

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11/23/2016
Financial Thanksgiving
Thanksgiving is usually a time to take stock of the things we are thankful for in our lives. Here are some things in our financial lives that we can be thankful for.

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11/22/2016
Smart Retirement Strategies for Boomers
If you are one of the 76 million Baby Boomers with retirement just around the corner, it would be wise to take stock of your situation and make sure that you'll not be in for a horrible surprise come retirement day.

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11/21/2016
Financial Planning for When You Are Gone
Death is certain for all of us. The sad truth is that not enough of us take a moment to consider what will happen when we are gone. In fact, 55% of Americans pass away without a will or an estate plan.

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11/18/2016
Baby Boomers and Retirement
The average pre-retirement Baby Boomer does not have enough savings for their retirement years and one third of Americans have no retirement savings at all.

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11/15/2016
Women and Financial Literacy - an issue that needs to be addressed
Financial literacy for women is an issue that needs to be addressed in the United States. Statistics show that women earn less than men and they also on average spend more years out of the workforce. This is alarming because women are getting the short end of the stick.

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11/14/2016
What To Do If You Are Hacked
November is Cyber Security Awareness Month. Hackers have exposed the personal information of 110 million Americans (roughly half of the nation's adults) in the last 12 months alone. That massive number is even more concerning by the amount of hacked accounts - up to 432 million.

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11/10/2016
Tips for Smart Personal Finance
Whether you're playing catch up on retirement savings or working to eliminate debt, it pays to be financially savvy. Here are some tips to point you in the direction of smart personal finance decisions.

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11/09/2016
Millennials and Financial Security
The oldest of the Millennial generation are now reaching age 35. If ever there were a time to take a look at your financial landscape and assess one's future, now would be that time.

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11/08/2016
Getting Out Of Debt
If your personal balance sheet is upside-down and you are one of the many with a debt problem, then here are some ideas to help throw that debt overboard.

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11/07/2016
How to Avoid a Retirement Shock
More than half of Americans lose sleep thinking about retirement. This is mainly because they face the uncertainty of what lies in the great unknown across the River Retirement. Studies show that people who are confident about their retirement have a clear goal and vision for their future.

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11/04/2016
For Love and Money
Relationships and money are two subjects which gain a lot of interest from people. Perhaps that's because these areas are ones where people would like to see improvement in their lives.

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