David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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08/29/2013
David Lerner Associates to Host Blood Drive at Princeton Branch
This is the sixth blood drive to be held in partnership with The University Medical Center of Princeton at Plainsboro (UMCPP), part of the Princeton HealthCare System.

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08/22/2013
David Lerner Associates: Financial Mistakes Young People Should Avoid
In a recent article, we offered some financial tips for new college graduates as they head out into the “real world” to find jobs and support themselves, often for the first time in their lives. In this article, we take a look at the flip side — below are five financial mistakes that young people should try to avoid.

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08/20/2013
David Lerner Associates: Do You Have a Zombie 401(k)?
Zombies have become all the rage recently with the popularity of movies and TV shows like Zombieland and The Walking Dead. But there’s a sort of financial zombie that can cause very real harm to your retirement plan: the “zombie 401(k).”

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08/15/2013
David Lerner Associates: 6 Strategies to Help You Save a Million Bucks
To many Americans, the thought of saving $1 million dollars over the course of their lives is a little overwhelming. It seems like such a large sum of money — and it is — that people often shrug off the goal of saving this much for retirement as unattainable.

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08/14/2013
David Lerner Associates: Watch Out for These Retirement Derailers
If you have ever seen a train derailment, even if it was just one in a movie that was created by special effects, you know how destructive it can be. The sponsor of a recent survey that was designed to gauge the retirement readiness of Americans used the term “retirement derailers” to describe the destructive effect that unexpected financial emergencies can have on Americans in the critical pre-retirement years.

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07/23/2013
David Lerner Associates: Four Financial Strategies for Young Adults
As they graduate from college and begin their careers, many young people often discover that the “real world” is very different from what they thought it would be based on the glamorous images of the make-believe lives of 20-somethings on some TV shows and in some movies.

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07/17/2013
David Lerner Associates: Life Without Credit Cards: Is It Possible?
Credit cards have become such an ingrained part of financial life in 21st century America that it's hard to imagine living without one.

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07/15/2013
David Lerner Associates: Financial Capability Study Sends Mixed Messages
A recently released major financial study revealed some good news and some bad news with regard to how Americans handle their finances.

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07/10/2013
David Lerner Associates: It's A Matter of Trust
As we discussed in a recent article, the confidence level of Americans in their ability to save enough money to retire comfortably is at a record low level, according to a recent report from the Employee Benefit Research Institute (EBRI).

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07/09/2013
David Lerner Associates Announces Launch of Spirit of America Income & Opportunity Fund
The fund, officially launched on Independence Day, features an aggressive approach to income-oriented products along with the flexibility to take advantage of opportunities based on changing economic conditions.

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07/08/2013
David Lerner Associates: What You Should Know About Social Security Disability
When they hear the term "Social Security," many people think of the federal program that pays retirement benefits to most Americans who have worked during their lives.

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07/03/2013
David Lerner Associates: National Financial Capability Study Reveals Shortcomings
In May, the FINRA Investor Education Foundation released its annual National Financial Capability Study.

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07/01/2013
David Lerner Associates: Seven Myths About Rollovers Debunked
One decision you have to make when changing jobs is what to do with the money you’ve accumulated in your company retirement account (e.g., 401[k], 403[b] or 457 plan).

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06/27/2013
David Lerner Associates: Be Financailly Prepared If Tragedy Strikes
Nobody likes to think about tragedy striking their family.

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06/19/2013
David Lerner Associates: Are you living beyond your means?
A report recently released by the U.S. Census Bureau paints a mixed picture when it comes to household debt in the U.S..On the positive side, the percentage of households holding some form of debt declined between 2000 and 2011 — from 74 percent to 69 percent.

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06/17/2013
David Lerner Associates:What You Should Know About ATM Skimming
Using Automated Teller Machines has become commonplace among Americans today..

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06/08/2013
David Lerner Associates Welcomes Merger of Apple Six into BRE Select Hotels
David Lerner Associates Was Exclusive Broker-Dealer for the $1.2 Billion Offering.

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06/07/2013
David Lerner Associates: Common Money Management Mistakes to Avoid
Most people try to avoid making major mistakes when it comes to managing their money. But we’re all human, and even the most savvy money managers and budgeters aren’t immune from making a few money management blunders.

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05/21/2013
David Lerner Associates: Six Vital Documents All Adults Should Possess
Part of being a "grown-up" is making sure that you have in your possession a variety of important documents.

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05/09/2013
David Lerner Associates Class Action Lawsuit Dismissed
David Lerner Associates, Inc. a privately-held securities broker/dealer based in Syosset, NY, announced today the complete dismissal of the class action lawsuit In re Apple REITs Litigation 11-cv-02919 (E.D.N.Y). The court dismissed all federal securities law claims as well as the state law claims against David Lerner Associates. Inc.

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