David Lerner Associates News, Syosset NY
Retirement Planning for Couples
Retirement planning is an essential activity in your financial life, but that's all very well if you're just planning for yourself. Here are some tips for couples.
How to Keep Your Finances Stable
Here are some things that can be done to weather a potential financial storm.
March is a great time to take stock of your financial situation and get your fiscal affairs in order. March 15 was the due date for corporate tax returns and also marks one month before personal tax returns are due - Tuesday, April 18.
Millennials and Debt
The average Class of 2016 graduate has over $37,000 in student loan debt - up 6% from last year.
How to Avoid Investment Fraud
There were 868 cases of SEC investigated financial misconduct in 2016. The good news is that potential victims, and more importantly the professionals trying to catch the bad guys, are focusing on financial literacy and fraud prevention which should make you feel a little safer.
Financial Literacy for Young Adults
National Financial Literacy Month is recognized in the United States in April as an effort to highlight the importance of financial literacy and teach Americans how to establish and maintain healthy financial habits.
2017 Women's Financial Literacy Guide
There has been a lot of discussion around women’s rights this year. One issue that hasn’t received much attention is financial literacy and a woman’s ability to make her own financial decisions
Developing Good Financial Habits
April is National Financial Literacy Month and is an excellent opportunity to establish and maintain healthy financial habits.
Financial Literacy for Retirement
Studies have found that Americans in their retirement years gradually lose the ability to manage their money. In other words, the ability to answer basic financial literacy questions wanes as age increases.
April is Financial Literacy Month
The best investment you could make is financial education. This is not just a catch-phrase anymore. The stats speak for themselves.
College Savings Plans
The person most likely to benefit from a college savings plan is obviously the child who goes to college. Keeping your child out of a bottomless pit of student loans is probably the best thing you could do for their finances.
If you want to make sure your assets are inherited by the intended parties, no matter the size of your estate, you'll need an estate plan. If done right, your plan can also limit the taxes owed by the beneficiary.
Wealth isn't something you wake up to one morning, "Oh, guess what honey. We're wealthy today!" Wealth is built and earned over time. Carefully. Strategically. With deliberate purpose.
Cyber Security and Passwords
Online security has reached a fever pitch lately with hackers accessing political, business, and personal accounts all over the world.
Wealth Building Tips
Building wealth is entirely under your own control, despite what some schools of thought will tell you. All it takes is smart decisions and breaking bad habits.
Dealing with Financial Stress
Managing stress levels is important, especially when it comes to your finances.
Women and Money
In more than one third of American marriages, the woman out earns her husband. And although that's a long way off from an even 50%, it's a definite improvement on what the numbers looked like in 1987, when less than a quarter of women were the primary breadwinners in their families.
How Millennials Will Change the Face of Finance
Millennials are poised to transform nearly every facet of the American and global economy, and the finance industry is about to experience tremendous change as it works to address the needs and preferences of this different customer.
Money Lessons For Women
Women compromise 47% of the US labor force. Here are some lessons that women can learn to become even more financially independent and stable.
Understanding Your Finances
Understanding your finances comes down to understanding just a few key elements, definitions, and numbers that make up the sum total of your financial life.