David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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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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05/08/2013
David Lerner Associates: Four Common Investing Mistakes to Avoid
As you formulate your investing strategies for the year, it might be helpful to think about some investing moves that you probably shouldn't make.

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05/06/2013
David Lerner Associates: Grandparents and College: Be Careful not to Jeopardize Financial Aid
As we discussed in a recent article, some families are turning to grandparents to help ease the burden of paying for a college education.

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05/04/2013
David Lerner Associates : How Grandparents Can Help Save For College
With the cost of college continuing to rise faster than the rate of inflation, getting a college degree has become increasingly difficult for many American families. Some families are turning to grandparents to help ease the college savings financial burden

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05/03/2013
David Lerner Associates: Seven Things You Might Not Know About Medicare
You probably know that Medicare is the federal government's health insurance program for Americans who are 65 years of age and over.

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05/02/2013
David Lerner Associaties: Are You Robbing Retirement to Pay for College?
Many families today are faced with two competing long-term financial goals: saving for retirement and saving for their children's college educations.

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05/01/2013
David Lerner Associates: Will Social Security Support You In Retirement?
Since it was originally established in 1935 under the administration of Franklin D. Roosevelt, Social Security has undergone a number of revisions that reflect changes in the make-up of American society.

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04/30/2013
David Lerner Associates: Should You Take A Lump Sum Pension Offer?
Recently, some large U.S. companies have offered to buy out the pension benefits of their workers and retirees by giving them one-time, lump-sum payments instead.

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04/10/2013
David Lerner Associates: QE, QE2, QE3 -Deciphering the Code
You may have heard these terms used recently when it comes to the economy but have no idea what they mean. If so, don’t feel bad --outside of economists and professional investors, many Americans are fuzzy about their actual meaning and relevance.

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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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