David Lerner Associates News, Syosset NY
David Lerner Associates: Five Financial Threats That Could Derail Your Future
We all make plans for our future and try to cover all the bases. As much as we'd like to believe that everything will go according to plan, we know that there are likely to be bumps and setbacks along the way. These five events are probably the most serious threats to a successful financial future.
David Lerner Associates: 5 Ways to Improve Your Personal Bottom Line in 2016
Many Americans are taking stock of 2015 as the end of the year approaches. According to a new study by Capital One, only 34 percent of Americans feel they accomplished some of their financial goals this year. So while we may be relieved to see the back of 2015, here are some tips that can help you improve on meeting your financial goals next year.
David Lerner Associates: The Pros and Cons of Robo-Advisors
A robo-advisor, or automated investment service, is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human investment advisors. Sounds impressive, but what are the benefits versus the drawbacks?
David Lerner Associates: Financial Goals for 2016
With 2015 coming to an end, many Americans are taking stock of their accomplishments of the past year and setting goals for the coming 12 months. Here are some ideas to help achieve your financial goals this year.
David Lerner Associates: 2016 Financial Planning Checklist
As we near the end of the year it makes sense to start planning for the New Year. Here is a Financial Planning checklist you can use to prepare for 2016.
December is National Write-A-Business-Plan Month
The end of the year is just around the corner now, and if you catch yourself thinking about where the time has gone, this is a perfect opportunity to get a head start on your New Year's resolutions, and plan for the year ahead.
David Lerner Associates: Women and Work
Why salary, benefits and work-life balance count. Now that women make up a large part of the workforce it's important for women to take charge of their career path and financial rewards.
Comparison of College Savings Vehicles
A comparison of all the college savings vehicles available.
Women Need to be Proactive about Finances and Retirement
Relying on your husband to take care of the finances and retirement income was an accepted practice in the past. Today women have to take a new approach to their financial future. Relying on a spouse's income and savings is no longer a risk-free option.
David Lerner Associates: Scholarships and College Savings
As the cost of a college education continues to climb, paying for it has become a major family expense. Many couples report starting a college fund shortly after their baby is born.
David Lerner Associates: The Best Place to Work Might be at Home
As technology advances and removes the barriers to remote work, telecommuting jobs are on the rise. The number of people working fro home is expected to increase by 63 percent in the next five years.
David Lerner Associates: Five Ways to Prepare for Small Business Saturday
"Shop Small & Local" is a successful campaign that brings neighborhoods together and helps generate business for local entrepreneurs on the Saturday after Thanksgiving..
David Lerner Associates: Coping with Fraud and Identity Theft Over the Holidays
On Black Friday and Cyber Monday, steos will be offering discounts and deals. While that is good news for the American consumer, it's also a bonus for financial fraudsters.
David Lerner Associates: Three Steps to Help Prevent Financial Fraud over the Holiday Season
International Fraud Awareness Week aims to minimize the impact of fraud by promoting anti-fraud awareness and education. Financial fraud has become a part of almost everyone's life.
David Lerner Asociates: Small Business Saturday
The first frenzy of holiday shopping is usually on what is called Black Friday, the day after Thanksgiving. This is the day stores promote deals and discounts so there is a rush to buy gifts and save money.
David Lerner Associates: Women Entrepreneurship Gains Support
Women in business is a trend which is gaining ground in today's marketplace. Over the past twenty years women have outscored men in startups by 150 percent.
David Lerner Associates: Holiday Credit Card Fraud Alert
The 2015 holiday shopping season is almost upon us. Here are some tips to help avoid credit card fraud and keep your financial data secure this holiday season.
David Lerner Associates: Credit Card Pitfalls
Every year in October bankers visit local classrooms on National Get Smart about Credit Day. The idea is to educate kids about the "credit facts of life."
Five Smart Retirement Strategies for Entrepreneurs
Retirement is not always top of the list of concerns for entrepreneurs. In fact, nearly 40 percent of small business owners in the U.S. don't have a retirement strategy at all.
David Lerner Associates: Financial Planning in your 60s
In order to retire at age 65 you will likely need to have accumulated a sizable retirement nest egg by the time you reach your early 60s.