David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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09/23/2017
Students and Financial Literacy
With the push for American students to go to college and keep pace with the rising cost of higher education, the financial literacy gap leads many students to make painful early mistakes and financial blunders.

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09/23/2017
Building an Emergency Fund
The purpose of an Emergency Fund is to improve financial security by creating a safety net of funds that can be used to meet emergency expenses as well as reduce the need to draw from high interest debt options, such as credit cards or unsecured loans.

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09/20/2017
Student Debt vs Retirement Planning
Student loan debt is something that can follow graduates for the rest of their lives if they don't actively work to pay it off quickly and not just make minimum payments toward the interest of the loan.

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09/18/2017
Life Insurance for Small Business Owners
As a small business owner, your family members aren't the only people depending on you. Your death could be a disaster for your employees and partners, and it could sink the company you worked so hard to build.

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09/15/2017
Reaching Your Financial Goals
Sometimes it's difficult to achieve your goals when temptations and lapses in discipline lead us astray. Here are some tips to make the journey to financial success easier.

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09/13/2017
Retirement Planning and Financial Literacy
A good grasp of basic financial concepts is an important skill to have when planning one's retirement.

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09/11/2017
College Loans and Savings
September is College Savings Month and it would be wise to take a moment and consider the many ramifications of how one is paying for higher education.

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09/10/2017
Retirement, Social Security, and Divorce
For divorcees nearing retirement, time is ticking away and financial readiness is an essential factor to consider. The good news is that although Social Security can be a rather complex matter, you may be eligible for a benefit that equals one-half of your ex-spouse's full retirement amount.

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09/08/2017
College Loans and Debt
September is College Savings Month. The new school year is upon us, and it's time to consider college savings, loans, and the many things that this process of paying for one's higher education entails.

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09/05/2017
How Taxes Can Ruin Your Retirement Plans
There is one more thing to consider which may throw the proverbial wrench in your retirement plans -- taxes.

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09/03/2017
A Closer Look at Life Insurance
Life insurance has the unique quality that on a long enough timeline, every policyholder will eventually qualify for a payout.

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08/31/2017
Three Tips for Writing a Business Plan
Writing a business plan doesn't have to take months and months, compiling pages and pages of text. You can create a plan in a relatively short time, working at your own pace.

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08/30/2017
Long-Term Care for an Aging Population
The conversation surrounding long-term care is usually framed around the statistics of older Americans. But there's something else we should all be talking about - population growth and life expectancy.

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08/27/2017
Retirement Planning for Business Owners
Most of the time entrepreneurs have their hands so full with the stresses and details of running a business that they sometimes don't have the time or resources to plan for their own financial future.

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08/24/2017
Common Financial Mistakes
Your current financial situation is the sum total of every decision relating to money you've made in the past.

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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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