David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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04/09/2013
David Lerner Associates: Should You Buy or Rent Your Home?
Home ownership has often been called "the American dream." But this dream turned into a nightmare for many Americans a few years ago when the real estate bubble burst and housing prices plunged in many areas of the country.

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04/04/2013
David Lerner Associates: Protect Yourself from Identity Theft
It has been called the "crime of the 21st century." We’re talking about identity theft, which has become one of the fastest growing crimes in the U.S., according to the Identity Theft Resource Center.

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04/01/2013
David Lerner Associates: Tax Law Patches the AMT Permanently
The payroll tax holiday that was in effect for 2011 and 2012 was not extended for 2013 and as a result, most workers' take-home pay is now lower than it was at the end of 2012.

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03/28/2013
David Lerner Associates: Five Things You Should Share With Your Investment Advisor
The more information you share with your investment advisor about your personal financial situation, the more equipped your advisor will be to help you meet your financial and investment goals.

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03/25/2013
David Lerner Associates: Don't Overlook These Tax Deductions and Credits
Tax time is right around the corner. Now is the time to start getting all your tax materials and paperwork in order so you won't be scrambling the week before April 15.

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03/21/2013
David Lerner Associates Announces the Sale of Renowned Turner Watercolor
Joseph Mallord William Turner's watercolor 'Hampton Court Palace' (1829) was sold for $1,666,000.00 by The Great Art Fund III, LLC. David Lerner Associates was the sole placement agent.

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03/04/2013
2013: David Lerner Associates Offers Smart Financial Steps for the New Year
2013 has just begun. Many Americans dutifully made their New Year's Resolutions in January, but many have already broken or forgotten about them before the calendar turns to February.

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02/21/2013
David Lerner Associates: Inheriting a Retirement Account
Inheriting a retirement account can feel like winning the lottery. That's the good news. The bad news is that not following the hard-and-fast rules governing inherited retirement accounts can result in much of that windfall going to the taxman.

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02/14/2013
David Lerner Associates : Ready for Retirement?
In 2011 the first wave of baby boomers hit the traditional retirement age of 65. Over the next 19 years another 10,000 baby boomers will turn 65 every day, according to the Pew Research Center

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02/01/2013
David Lerner Associates: Retirement Plan Contribution Limits Increasing for 2013
Each year the federal government considers making inflation adjustments to the maximum amount of money that can be contributed annually to qualified retirement plans like Individual Retirement Accounts (IRAs) and 401(k)s. The IRS announced that the annual contribution limit for IRAs would be increasing in 2013 for the first time in five years.

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01/28/2013
David Lerner Associates: Gender Differences- does it cost more to be a woman?
Does it cost more money to be a woman in the U.S. today than it does to be a man? A study conducted earlier this year by the FINRA Education Institute suggests that in a couple of areas the answer may be yes.

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01/24/2013
David Lerner Associates: How to Close the Financial Literacy Gap
One of the most concerning findings of the Financial Finesse study is a reversal in what was a positive trend with regard to women paying off credit card debt. Between 2009 and 2011, women made steady progress in paying off credit card debt in full, but this trend changed course earlier this year.

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01/23/2013
David Lerner Associates: Beyond Politics - Women and Financial Literacy
There is one topic some people say hasn't received a lot of attention from either party during the political season -- the "gender gap" between men and women when it comes to financial literacy.

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01/22/2013
David Lerner Associates: Financial Literacy, the Gender Gap
This is the third in a series of articles discussing the importance of financial literacy for women.Several recent studies have suggested that there may be a significant “gender gap” between men and women when it comes to financial literacy. This may even include women with college degrees.

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01/20/2013
David Lerner Associates: The Crisis in Women’s Financial Literacy
The word "crisis" seems to be used very loosely today, but it might be the right word when it comes to the current state of financial literacy among U.S. adults.

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01/18/2013
David Lerner Associates: Women and Financial Literacy
Recent studies indicate that we may be facing a financial literacy crisis in the United States today. This is somewhat ironic, given that the world of finance and investing is arguably more complex today than ever before.

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01/15/2013
David Lerner Associates: Does it Cost More to Be a Woman?
Women face a number of financial challenges that appear to be unique to their gender. These go beyond earnings-an area where, according to the U.S. Census Bureau women still tend to lag behind men, on average - to the area of credit card management and even everyday purchases.

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01/09/2013
David Lerner Associates: What Is "Operation Twist"?
Over the years the investing world has come up with some unique and creative names to describe various investment and economic scenarios. Operation Twist refers to a current Federal Reserve monetary policy in which the Fed purchases long-term bonds and sells short-term bonds in an effort to bring down long-term interest rates and stimulate economic growth.

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01/04/2013
David Lerner Associates: What is the Future of Social Security?
The future of Social Security has received a lot of publicity lately, especially when the candidates for President of the United States debated each other about how they would propose solving the looming problem of potential Social Security insolvency.

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01/02/2013
David Lerner Associates : The College Debt Dilemma - Avoid Debt In the First Place
Many families depend on student loans in order to send their children to college. A better option for many students and families is to try to avoid student loan debt in the first place.

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