strategy

strategy

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

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: Sound Investment Strategies
Building a healthy investment portfolio requires some well-thought-out strategies and a smart investment mindset. It requires financial literacy. Whether you are a new investor or a seasoned veteran, here are some tips that could improve your chances of a creating a successful investment portfolio.

David Lerner Associates: Financial March Madness
March is a great time to take stock of your financial situation and get your fiscal affairs in order. March 15th marks the due date for corporate tax returns, and it also marks exactly one month before personal tax returns are due. By now you should have all your 1099s, W2s, and tax documents collected and ready to go.

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.

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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