David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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04/11/2017
Financial Literacy for Young Adults
National Financial Literacy Month is recognized in the United States in April as an effort to highlight the importance of financial literacy and teach Americans how to establish and maintain healthy financial habits.

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04/10/2017
2017 Women's Financial Literacy Guide
There has been a lot of discussion around women’s rights this year. One issue that hasn’t received much attention is financial literacy and a woman’s ability to make her own financial decisions

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04/06/2017
Developing Good Financial Habits
April is National Financial Literacy Month and is an excellent opportunity to establish and maintain healthy financial habits.

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04/04/2017
Financial Literacy for Retirement
Studies have found that Americans in their retirement years gradually lose the ability to manage their money. In other words, the ability to answer basic financial literacy questions wanes as age increases.

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04/03/2017
April is Financial Literacy Month
The best investment you could make is financial education. This is not just a catch-phrase anymore. The stats speak for themselves.

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03/31/2017
College Savings Plans
The person most likely to benefit from a college savings plan is obviously the child who goes to college. Keeping your child out of a bottomless pit of student loans is probably the best thing you could do for their finances.

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03/29/2017
Estate Planning
If you want to make sure your assets are inherited by the intended parties, no matter the size of your estate, you'll need an estate plan. If done right, your plan can also limit the taxes owed by the beneficiary.

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03/28/2017
Building Wealth
Wealth isn't something you wake up to one morning, "Oh, guess what honey. We're wealthy today!" Wealth is built and earned over time. Carefully. Strategically. With deliberate purpose.

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03/27/2017
Cyber Security and Passwords
Online security has reached a fever pitch lately with hackers accessing political, business, and personal accounts all over the world.

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03/25/2017
Wealth Building Tips
Building wealth is entirely under your own control, despite what some schools of thought will tell you. All it takes is smart decisions and breaking bad habits.

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03/21/2017
Dealing with Financial Stress
Managing stress levels is important, especially when it comes to your finances.

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03/18/2017
Women and Money
In more than one third of American marriages, the woman out earns her husband. And although that's a long way off from an even 50%, it's a definite improvement on what the numbers looked like in 1987, when less than a quarter of women were the primary breadwinners in their families.

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03/15/2017
How Millennials Will Change the Face of Finance
Millennials are poised to transform nearly every facet of the American and global economy, and the finance industry is about to experience tremendous change as it works to address the needs and preferences of this different customer.

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03/08/2017
Money Lessons For Women
Women compromise 47% of the US labor force. Here are some lessons that women can learn to become even more financially independent and stable.

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03/06/2017
Understanding Your Finances
Understanding your finances comes down to understanding just a few key elements, definitions, and numbers that make up the sum total of your financial life.

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03/02/2017
Steps for Financial Freedom
Financial freedom is a term that is thrown around, but what does it actually mean? It's probably best stated as being free of worry from financial issues. But then there's always the concern of "more money, more problems."

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02/28/2017
Financial Planning for Women after Divorce
Women are better prepared for their financial lives post-divorce. They are far more likely to seek out financial advice, improve spending habits, seek out employment and contribute to retirement savings.

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02/27/2017
How to Make the Most of Your Retirement Planning
Retirement is something that we should be thinking about. Whether you work in the corporate world or are a self-employed entrepreneur or a freelancer, it doesn't matter. We all want to know that our latter years will be taken care of financially.

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02/21/2017
Retirement Tip for Entrepreneurs
Entrepreneurs and small business owners often think that their only retirement plan involves an IRA. The 401(k) was historically only used by large companies and their employees, however, it has evolved into a flexible savings vehicle for people outside of corporate America.

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02/20/2017
Why Write a Business Plan
Writing a business plan doesn't have to take months, compiling pages and pages of text. You can create a plan in under a month, working at your own pace. Use a presentation format like PowerPoint or Keynote to save time, and make it easier to share.

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