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David Lerner Associates Sponsors Long Island Philharmonic Summer Concert Series
David Lerner Associates is proud to mark their fifth year of sponsoring the Long Island Philharmonic and its Summer Concert Series, Music Under the Stars.

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).

Small Business Week: Executive Bonus Plans Boost Employee Retention
Employee retention is a primary goal for many small businesses. Not only is it expensive to replace employees, but high employee turnover can be damaging to workplace morale and customer service.

David Lerner Associates -Mortgage Changes Coming in 2014: Should You Buy Now?
Historically low interest rates have made the past few years a good time to buy a home for many Americans. Some fundamental changes occurring in the mortgage market in 2014 could make it more difficult to buy a home.

David Lerner Associates Sponsors 'Music Under Stars' Concerts
David Lerner Associates will once again sponsor three individual Music Under the Stars outdoor concerts in the Town of Oyster Bay on Long Island.

David Lerner Associates: Three Potential Retirement Plan Options for Small Businesses
Many small business owners think that they can't afford to offer a retirement plan to their employees. However, this often isn't the case.

Small Business Week: What Women Should Know When Starting a Business
Women-owned companies are growing much faster than every other segment of new business in our economy. There are some crucial factors for women to consider when starting a business.

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: Speaking to your aging parents about their finances
Speaking to your parents about money is usually complicated, particularly when the money you're talking about is theirs. Here are some tips to help you through this process.

David Lerner Associates: How to Organize Your Finances After Your Spouse Passes Away
Losing a spouse is a stressful transition. And the added stress of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make handling these kinds of issues less difficult.

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: National Family Caregivers Month
As National Family Caregivers month draws to a close this week, David Lerner Associates takes a look at the ways to prepare, in case you have to be a family caregiver in the future.

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: Loans are a Primary Financing Sources for a Business
There are many sources of financing available to a business owner. Consider all options carefully before making any decisions. The following list of loan sources should provide some ideas.

David Lerner Associates: The Economic Rebound
It's been nearly six years since the official end of the Great Recession. Now, finally, Americans have reasons to feel upbeat about their financial prospects. Key economic indicators are signally progress for the US economy..

David Lerner Associates: Equity Financing Sources
Every business needs capital – either to get started or to fund operations and expansion. Here are some ideas for equity financing sources.

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.

David Lerner Associates: Housing Options for Older Individuals
As we grow older many of our needs (and wants) change. Children grow up and move away. Raking leaves from the lawn of the large house purchased 30 years ago to provide space and recreation for a family is probably no longer top of the list of things to do..

David Lerner Associates: Financial Challenges Widows Face
Women in the US are 3X more likely to lose their spouse than men. Becoming a widow at any age can be one of the most challenging events a woman can face.On top of the emotional loss there is also the burden of suddenly handling everything--including all the finances--on your own.

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 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: 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..

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: Life Insurance for Small Business Owners
Nothing in this life is certain except death and taxes. When a small business owner passes away, it can be the center of turmoil and instability. It raises many issues, including personal loss, but it also raises pragmatic questions involving the replacement of a key asset and leadership going forward.

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)

Women and Small Business
According to the Small Business Administration (SBA), women-owned companies are growing much faster than every other segment of new business in our economy

Elderly Financial Abuse
American seniors have historically been late adopters when it comes to technology. According to a Pew Research Center almost 90% of seniors with a college degree use the internet. With more and more mature Americans getting involved in the online community, the amount of scams targeting elders is ever on the rise.

David Lerner Associates to Sponsor Three "Music Under the Stars" Concerts in the Town of Oyster Bay
David Lerner Associates, a privately held securities broker dealer headquartered in Syosset, New York, announced it will once again sponsor three individual Music Under the Stars outdoor concerts in the Town of Oyster Bay. The free summer concerts are sponsored by David Lerner Associates to bring the community together to enjoy great music and beautiful weather.

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.

Finance tips for Small Business
Being an entrepreneur can be a stressful and challenging endeavor but also incredibly exciting and rewarding. There is no end to the many financial, legal, staffing, marketing, and customer issues that will come up as you launch your business.

Life Insurance and Small Business
When faced with the death of a small business owner, it can be the source of great instability. Besides personal loss it raises logistical questions involving the replacement of key leadership going forward.

3 Debts to Pay Off Before Retirement
Heading into your golden years one is likely to consider your financial landscape and take a look at prioritizing which debts to focus on before you retire.

Small Business Saturday
November 26th is designated as Small Business Saturday, a special day set aside as part of an American Express program to encourage people nationwide to support small local businesses.

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.

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.

Writing a Business Plan
National Small Business Week was April 30 - May 6 2017. In light of this celebration, which recognizes the critical contributions of America's entrepreneurs and small business owners, here are some tips for entrepreneurs to help with writing business plans.

Small Business Financial Tips
Being an entrepreneur can be a challenging endeavor but it can also be incredibly rewarding and thrilling.

Finance Tips for Small Business
Starting your own business can be a huge challenge and a stressful endeavor. Here are some tips that should help you navigate the journey of self-employment.

Small Business Life Insurance
When a small business owner passes away it can be the center of turmoil and instability.

Women Owned Small Business
According to the Small Business Administration women owned companies are growing much faster than every other segment of new business in our economy.

Women in Business
Women in business is a trend which is gaining ground is today's marketplace, and over the past twenty years women have out-scored men in startups by 150%.

How to Achieve Financial Freedom
Financial freedom is something that most of us strive toward. Here are some ways to achieve that.

The Basics of Financial Wellness
We all want more stable finances. We all want what is now being referred to as Financial Wellness.

Small Business Tips
July 20th is National Get to Know Your Customers Day. For a small business, knowing your customers is an essential part of growing your enterprise.

Everyone Should Have an Estate Plan
No matter your personal situation, married or single, older generation approaching retirement or younger generation starting out on a career, an estate plan is something that can benefit everyone.

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