David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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07/03/2014
David Lerner Associates: Three Potential Retirement Plan Options for Small Businesses
Many small business owners think that they can't afford to offer a retirement plan to their employees. However, this often isn't the case.

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07/01/2014
David Lerner Associates: Review Common Retirement Planning Mistakes
And about half of Americans say they are actively saving for retirement, with about one-third saying they haven't saved any money yet for their future retirement.

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06/25/2014
David Lerner Associates: How to Reduce Your Living Expenses During Retirement
Cutting down on your spending is one of the best ways to make your retirement savings last longer.

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06/23/2014
David Lerner Associates: Gender Gap Extends to 401(k) Plans
Studies have indicated that a gender gap exists between men and women when it comes to overall financial literacy.

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06/17/2014
David Lerner Associates News: Four Personal Finance Tips for New College Graduates
According to the National Center for Education Statistics, more than 1.6 million students who will graduate from college this year will not be ready to be financially independent

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06/06/2014
David Lerner Associates Sponsors Police Appreciation Run in Long Island
Nassau and Suffolk officers team up for the Police Appreciation 5K Run at Eisenhower Park

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05/05/2014
David Lerner Associates News: Elder Poverty Is Projected to Rise
The Social Security system "is facing serious financial problems, and action is needed soon to make sure the system will be sound when today's younger workers are ready for retirement."

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04/29/2014
Women and Wealth Management: Is There a Gender Gap?
A new study conducted by Boston Consulting Group indicates that women believe they receive a lower quality of wealth management service than men do.Over half (55 percent) of the women who responded said their wealth manager could do a better job of advising them than he or she was currently doing.

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04/23/2014
David Lerner Associates News: 5 Financial Goals Before You Reach 40
The 40s are generally considered to be the beginning of middle age. It's a critical stage for setting yourself up financially for the second half of your life

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04/15/2014
David Lerner Associates News: Is a College Degree Still Worthwhile?
Many Americans are starting to question the value of a college degree. A recent study seems to indicate that a college degree is indeed worthwhile.

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03/31/2014
David Lerner Associates News: 2014 Social Security COLA Is.1.5 Percent
In October the SSA announced that the Social Security Cost-of-Living (COLA) in 2014 will be 1.5 percent, down slightly from the 1.7 percent increase in 2013.

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03/26/2014
David Lerner Associates News: Complaints at Tax Time
About this time of year is when complaints about paying taxes often grow the loudest. One reason why is because many people are starting to gather all of their tax paperwork in preparation for the April 15 tax filing deadline.

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03/24/2014
David Lerner Associates: Complaints about Hidden Medicare Costs
Some seniors have complaints that despite what they thought would be the case, Medicare does not cover all of their healthcare costs..

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03/17/2014
David Lerner Associates News: What Should You Do With Your Tax Refund?
Many people view their tax refund as free money. A tax refund is your money that you essentially loaned to the government by having more tax withheld from your paycheck than was necessary.

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03/14/2014
David Lerner Associates News: 4 Important Facts About the Affordable Care Act
Although there have been a number of changes to the Affordable Care Act (commonly known as Obamacare) in recent months the ACA's major provisions still remain in force.

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03/12/2014
David Lerner Associates News: Seniors, Do You Have to File a 2013 Tax Return?
Depending on the amount of their gross income, their filing status and their age, some seniors might not have to file a federal income tax return this year.

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03/05/2014
David Lerner Associates: Beware the Tax Identity Theft Scam
As we enter the height of tax-filing season ther have been complaints about another kind of identity theft scam: tax identity theft. Here thieves try to steal your personal information in order to submit fraudulent tax refund claims with your information on them to the IRS

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02/28/2014
David Lerner Associates News: Are Municipal Bonds a Smart Investment in 2014?
Municipal bonds have long been popular investments among some individuals due to their tax-free status and income-generating properties. Earnings from muni bonds are generally exempt from federal income tax, as well as state and local income tax for residents in the state in which they live.

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02/26/2014
David Lerner Associates News: Five Ways to Power Up a Life Insurance Generator
David Lerner Associates identifies five key areas that can be "powered up" by plugging into a "life insurance generator".

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02/07/2014
5 Ways to Become an Olympic Retirement Saver
It took many years of hard work, dedication and training for Olympic athletes to reach the pinnacle of athletic achievement.In some ways saving for retirement is similar to training to compete in the Olympic Games

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