David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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05/17/2017
A Healthy Financial Mindset
Building wealth is entirely under your own control. All it takes is smart decisions and breaking bad habits, and developing a healthy financial mindset.

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05/15/2017
Financial Lessons for Mother's Day
To honor mom on this Mother's Day, here is some maternal wisdom that most of us have at one point heard, and how it translates into investing and money.

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05/14/2017
Building an Emergency Fund
In this uncertain economy the watchwords are, 'Save your money!' These watchwords will come in handy should anything catastrophic happen.

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05/11/2017
Your Net Worth
When you know your net worth you can set a realistic financial goal. In the digital age, tracking your net worth is less complicated than it once was.

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05/10/2017
Three Common Financial Mistakes
Your current financial situation is a combination of every money related decision you've made in the past. If you're like most people, you have had very little or no coaching, so you're just learning as you go.

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05/08/2017
Writing a Business Plan
National Small Business Week was April 30 - May 6 2017. In light of this celebration, which recognizes the critical contributions of America's entrepreneurs and small business owners, here are some tips for entrepreneurs to help with writing business plans.

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05/07/2017
Financial Essentials for Young Adults
While Millennials are the future generation with much promise, there is evidence to suggest that financial literacy is greatly lacking.

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05/04/2017
Millennials Changing the Face of the Workforce
Millennials are poised to transform nearly every facet of the U.S. and global economy. And the older generation needs to catch up.

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05/02/2017
Preparing for Long-Term Care
Long-term care is a serious issue that could possibly have severe repercussions on your retirement.

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04/30/2017
Overcoming Financial Stress
Lots of people experience stress. This stress can affect your health, your body and your immune system, not to mention your ability to perform on the job, and thus your bottom line.

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04/27/2017
Investing vs. Retirement Planning
Investing may provide handsome returns and may offer a lifestyle of your choosing. The same goes for retirement planning. However, one should never mistake one for the other.

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04/23/2017
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.

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04/18/2017
How to Keep Your Finances Stable
Here are some things that can be done to weather a potential financial storm.

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04/17/2017
Tax Season
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.

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04/14/2017
Millennials and Debt
The average Class of 2016 graduate has over $37,000 in student loan debt - up 6% from last year.

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04/12/2017
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.

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04/11/2017
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.

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04/10/2017
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

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04/06/2017
Developing Good Financial Habits
April is National Financial Literacy Month and is an excellent opportunity to establish and maintain healthy financial habits.

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04/04/2017
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.

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