David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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01/23/2014
David Lerner Associates: Review the Safety of your Pension Plan
In the wake of Detroit's bankruptcy filing some public and private sector workers and retirees in other cities are reviewing the security of their pensions.

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01/20/2014
Utility Bills Scam Alert from David Lerner Associates
Two recent scams revolve around the payment of utility bills - one offers a Federal support payment and the other presents the bill as overdue and demands immediate payment..

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01/17/2014
David Lerner Associates : Tips to Protect Against ATM Skimming Scam
Using Automated Teller Machines has become commonplace among Americans today. But many people aren't aware of an ATM scam that could end up costing them big-time.

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01/08/2014
David Lerner Associates: How to Spot Signs of a Credit Card Fraud Offer
The recent major data security breach at Target brought the topic of debit and credit card fraud front and center. But this type of fraud isn't limited to just the theft of sensitive data from cards.

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01/05/2014
David Lerner Associates: Review Your Life Insurance Needs
New Year's Financial Housekeeping: do you have life insurance-- and is it enough?

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12/31/2013
David Lerner Associates: Financial Resolutions in Your 80s
New Year's financial resolutions that may be appropriate for individuals in their 80s.

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12/31/2013
David Lerner Associates: Watch Out for the Grandparent Scam
A new type of scam has recently popped up that specifically targets seniors. It's called the "Grandparent Scam," and it hits seniors where many are potentially most vulnerable: their love for their grandchildren.

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12/30/2013
David Lerner Associates: Financial Resolutions In Your 70s
Evey year we make New Year's resolutions. Here are three suggestions for New Year's financial resolutions for individuals in their 70s.

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12/27/2013
David Lerner Associates: Financial Resolutions in Your 60s
In order to retire at age 65 you will likely need to have accumulated a sizable retirement nest egg by the time you reach your early 60s.

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12/25/2013
David Lerner Associates: Financial Resolutions in Your 50s
After a lifetime of diligently saving you're getting closer to the day when you hope to actually enter into and enjoy the retirement.

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12/19/2013
David Lerner Associates Financial Resolutions In Your 40s
The good news if you're in your 40s is that you may be entering your peak earning years - especially if both you and your spouse are working.

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12/11/2013
David Lerner Associates: Financial Resolutions in Your 30s
This is the time of year when many people make their New Year's resolutions. Take the time to also make a few financial resolutions

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12/03/2013
New Year's Financial Housekeeping: Have You Created a Living Will?
With the New Year approaching it's a good time to take care of some financial housekeeping items that may have slipped through the cracks of your financial planning -- such as a living will.

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11/26/2013
David Lerner Associates -Mortgage Changes Coming in 2014: Should You Buy Now?
Historically low interest rates have made the past few years a good time to buy a home for many Americans. Some fundamental changes occurring in the mortgage market in 2014 could make it more difficult to buy a home.

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11/20/2013
David Lerner Associates: Four Credit Tips for Seniors
Some seniors mistakenly believe that since they are older and perhaps in retirement it is not as important to maintain a strong credit score as it was when they were younger and still working. But this couldn't be further from the truth.

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10/30/2013
David Lerner Associates: Steps for Paying off Your Student Loans
Many young adults have voiced complaints about the burden of their student loan debt. The average amount of money owed on student loans is now $25,000.

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10/24/2013
David lerner Associates: How Framing Affects Social Security
Many people do not realize that when it comes to Social Security they have a choice of when to begin receiving their retirement benefits.You don't have to wait until you're 65.

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10/17/2013
David Lerner Associates: The Importance of Building an Emergency Savings Fund
Many personal financial planning experts suggest that individuals make building an emergency savings fund one of their top financial priorities, More than a quarter of Americans do not have any emergency savings at all.

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10/15/2013
David Lerner Associates: Watch Out For the Grandparent Scam
A new type of scam has recently popped up that specifically targets seniors. It’s called the "grandparent scam" and it hits seniors where many are potentially most vulnerable: their love for their grandchildren

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10/09/2013
David Lerner Associates: How to Give Money to Family Members Without Incurring Taxes
Many people aren't aware that gifts to family members could be subject to federal gift taxes. The American Taxpayer Relief Act (the legislation passed on January 1, 2013, that averted the so-called fiscal cliff) raised the top estate and gift tax rate from 35 to 40 percent.

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