David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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09/13/2017
Retirement Planning and Financial Literacy
A good grasp of basic financial concepts is an important skill to have when planning one's retirement.

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09/11/2017
College Loans and Savings
September is College Savings Month and it would be wise to take a moment and consider the many ramifications of how one is paying for higher education.

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09/10/2017
Retirement, Social Security, and Divorce
For divorcees nearing retirement, time is ticking away and financial readiness is an essential factor to consider. The good news is that although Social Security can be a rather complex matter, you may be eligible for a benefit that equals one-half of your ex-spouse's full retirement amount.

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09/08/2017
College Loans and Debt
September is College Savings Month. The new school year is upon us, and it's time to consider college savings, loans, and the many things that this process of paying for one's higher education entails.

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09/05/2017
How Taxes Can Ruin Your Retirement Plans
There is one more thing to consider which may throw the proverbial wrench in your retirement plans -- taxes.

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09/03/2017
A Closer Look at Life Insurance
Life insurance has the unique quality that on a long enough timeline, every policyholder will eventually qualify for a payout.

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08/31/2017
Three Tips for Writing a Business Plan
Writing a business plan doesn't have to take months and months, compiling pages and pages of text. You can create a plan in a relatively short time, working at your own pace.

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08/30/2017
Long-Term Care for an Aging Population
The conversation surrounding long-term care is usually framed around the statistics of older Americans. But there's something else we should all be talking about - population growth and life expectancy.

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08/27/2017
Retirement Planning for Business Owners
Most of the time entrepreneurs have their hands so full with the stresses and details of running a business that they sometimes don't have the time or resources to plan for their own financial future.

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08/24/2017
Common Financial Mistakes
Your current financial situation is the sum total of every decision relating to money you've made in the past.

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08/21/2017
Common Investment Mistakes
Making investment mistakes can be very costly, for obvious reasons, and so they should be avoided if possible. But faced with a multitude of investment choices, it can be easy to become overwhelmed and fall into poor decisions.

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08/17/2017
Social Security and Your Portfolio
You may be counting on Social Security for your retirement years, but if you're not counting Social Security as a part of your overall asset allocation, you may be missing out on bigger gains in your retirement savings portfolio.

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08/15/2017
Budgeting Tips
Living within your means is the surest way to not fall into a bottomless pit of debt. But that means really taking your financial life by the horns.

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08/13/2017
Emergency Funds, Baby Boomers and Millennials
Since the 2008 economic crash Americans are saving more than they have in the last 7 years. Even so, nearly a quarter of the population has no emergency savings.

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08/11/2017
Everyone Should Have an Estate Plan
No matter your personal situation, married or single, older generation approaching retirement or younger generation starting out on a career, an estate plan is something that can benefit everyone.

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08/09/2017
David Lerner Associates Raises $8,400 to Benefit the Nassau-Suffolk Chapter of the Autism Society of America
David Lerner Associates announced today that its 8th Annual Charity Car Show raised approximately $8,400 to benefit the Nassau-Suffolk Chapter of the Autism Society of America.

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08/04/2017
The Financial Future of Millennials
Many Millennials believe that having a financial advisor is not necessary. In fact, over 60% of adults don’t have a financial advisor of any kind.

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08/02/2017
Financial Regrets
4 out of 5 Americans have financial regrets and wish they could turn the clock back so that they could make smarter decisions with their finances.

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07/31/2017
Planning Your Financial Future
Having a strong financial plan is important no matter what stage of life you're in.

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07/28/2017
When to Claim Social Security
The decision of when to take Social Security benefits is for many Americans largely a matter of financial necessity rather than financial planning.

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