Global Money Week: Empowering Financial Futures
Global Money Week (GMW) is an annual worldwide campaign that emphasizes the importance of early financial awareness among young people. It focuses on gradually developing knowledge, skills, attitudes, and behaviors essential for making wise financial decisions, ultimately leading to financial well-being and resilience. At David Lerner...
Modern Women’s Financial Wellness in 2024
In the symphony of modern life, women don't just play a part—they compose the melody. As architects of their destinies, women face a myriad of roles and responsibilities, from conquering career summits to nurturing the future, all contributing to Women's Financial Wellness. Yet, in the pursuit...
David Lerner Associates Police Appreciation Run Scheduled for June 27th
Mark Your Calendar! David Lerner Associates and the Greater Long Island Running Club will join forces this year to host the 33rd annual David Lerner Associates Long Island Police Appreciation 5 Kilometer Run. This year’s Run will be held on Thursday evening, June 27th over the traditional...
Remote Work and Retirement
The remote work and retirement trend is influencing retirement choices. The landscape of work has undergone a significant transformation in recent years with the widespread acceptance and adoption of remote work and retirement. Research has found that 23 percent of job holders work from home part-time,...
Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle
Federal tax credits may be available to help offset your cost to purchase certain clean vehicles (including electric, plug-in hybrid, and fuel cell vehicles). Starting in 2024, you may be able to elect to transfer the new and previously-owned clean vehicle tax credits to dealers...
Maximizing Your Returns – Top Tax Deduction Strategies for Investors
While each investor's goals may differ, a common desire is to maximize returns while minimizing what you owe to the IRS. The first area where investors can look for tax deductions is in their investment-related expenses. ...
Tax Season News and Survival Tips
It's not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affect you personally. Even so, it's important to consider the potential impact of taxes when making many types of financial decisions. The IRS...
A Millennial’s Guide to Freelancing: Navigating the Gig Economy
The modern workforce is witnessing a seismic shift, and millennials, the millennial's guide to freelancing, are at the forefront of this revolution. The gig economy suits many millennials. 46% of gig economy workers in the United States are millennials. For millennials, navigating the gig economy presents a...