David Lerner Associates: Choosing Which Financial Records to Keep
It is important to always keep critical documents and records safe and secure but accessible in a time of need. Particular documents and records are too vital to retain in an ordinary file drawer.
David Lerner Associates: It's A Matter of Trust
As we discussed in a recent article, the confidence level of Americans in their ability to save enough money to retire comfortably is at a record low level, according to a recent report from the Employee Benefit Research Institute (EBRI).
David Lerner Associates: Leaving a Legacy
You've worked hard over the years to build up wealth, and you probably find it comforting to know that the assets you leave behind will continue to be a source of support for your family.
David Lerner Associates: Important Documents You Need for Estate Planning
There are five estate planning documents you may need, despite your age, health, or wealth. Read more about those documents and important estate planning tips.
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: Trust Basics
With a trust you can control how your assets are distributed once you've passed on or perhaps help you plan for the possibility of becoming incapacitated. The power of a trust lies in its versatility--there's a type of trust for almost every situation.
Yahoo Finance: Apple Hospitality REIT positive on lodging cycle
The travel and tourism business is well over $1.5 trillion in the U.S., and hoping to get a piece of that through real estate is Apple Hospitality REIT (APLE), the largest public owner of upscale, select-service hotels.
David Lerner Associates Welcomes Merger Announcement of Apple Hospitality REIT and Apple REIT Ten
David Lerner Associates, a privately held securities broker dealer headquartered in Syosset, New York and the managing dealer of the SEC registered Apple Real Estate Investment Trust (REIT) programs, announced today that it welcomes the recent merger announcement of Apple REIT Ten and Apple Hospitality REIT, Inc. (NYSE: APLE)
Estate Planning Basics
Do you have an estate plan? A basic estate plan is an important financial document for everyone to have, whether you think you need one or not, and here's why - With few exceptions, everyone has an estate, even the young child with a bank account in his name that his grandparents set up, or the coming-of-age girl who received a gold necklace for her 16th birthday.
A Guide to Estate Planning
Do you have an estate plan? A basic estate plan is an important financial document for everyone to have, whether you think you need one or not, and here's why.
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.