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David Lerner Associates Hosts 3rd Annual Charity Car Show
David Lerner Associates, a financial investments company with corporate headquarters in Syosset, NY, recently partnered up with the Centurion Cruisers Car Club to host the 3rd Annual David Lerner Associates Charity Car Show. The event raised $3,500 to benefit the Nassau-Suffolk Chapter of the Autism Society of America. This amount was matched by David Lerner, resulting in a total donation of $7,000.

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

David Lerner Associates Announces Launch of Spirit of America Income & Opportunity Fund
The fund, officially launched on Independence Day, features an aggressive approach to income-oriented products along with the flexibility to take advantage of opportunities based on changing economic conditions.

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".

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.

Spirit of America Launches Energy Fund
Spirit of America's New Energy Mutual Fund is offered exclusively at David Lerner Associates, a privately-held securities broker dealer headquartered in Syosset, New York.

David Lerner Associates: Managing Periods of Crisis
Smart planning is the key to effectively handling periods of crisis. Whether you're planning ahead or dealing with a crisis now, take control. Here are some tips.

David Lerner Associates: Determining net worth
The initial step in the financial planning procedure must be to determine your net worth. Once you figure out your net worth, you will begin mapping out your financial future.

David Lerner Associates: Helping pay for your Grandchildren's education
Tuition payments made directly to a university aren't considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and board, books, or fees. Find out more...

David Lerner Associates: The 2014 Social Security Trustees Report
The financial projections in this report indicate that even though the trust fund that finances Medicare's hospital insurance coverage will remain solvent until 2030 (four years beyond last year's projection), steps need to be taken to address Medicare's financial challenges.

David Lerner Associates: Mutual Fund Fundamentals
We often hear that an investment portfolio should include a mutual fund. But what exactly is a mutual fund?

David Lerner Associates: Mutual Fund Basics
There are many mutual funds to choose from. The two most common types are stock mutual funds and bond mutual funds. Find out more in this article on Mutual Fund Basics.

David Lerner Associates: Raising Capital for Your Business
Every entrepreneur knows that adequate financing is vital to the success of a business. Failure to acquire adequate funding often determines whether a business can get off the ground, not to mention whether it can sustain itself into the future

David Lerner Associates: How to Build an Emergency Fund
Creating a healthy emergency fund can be a lofty and intimidating goal. But in these uncertain economic times, such a fund is needed more than ever yet almost two-thirds of Americans are not prepared to for unexpected expenses.

David Lerner Associates: What to Do With Your Tax Refund
Forty eight million Americans have already received a tax refund from the federal government this year. As tax time approaches, millions more are thinking about what to do with this windfall when it arrives. The latest Bankrate Money Pulse survey shows that there have been some significant changes in what Americans are planning to do with this money this year.

Americans Regret Not Having a Rainy Day Fund
The recent Bankrate Financial Security survey showed that most Americans have regrets about the financial decisions they've made. At the top of the list is not saving enough for retirement, but a close second is not saving for emergencies.

Why the 4 Percent Rule No Longer Works
For decades Americans have calculated their retirement saving needs on the 4% Rule - if you can withdraw 4% of your retirement fund per year, there's every chance you'll have enough money for your golden years. That rule was calculated on interest rates much higher than we're seeing now, and it's proving to be not so reliable for people who will retire in the future.

David Lerner Associates Long Island Police Appreciation Run Has Raised More Than $300,000 for the Police Crisis Fund Over the Past 25 Years
David Lerner Associates has organized the Long Island Police Appreciation Run, along with the Greater Long Island Running Club, since its inception in 1991 and has raised more than $300,000.

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