David Lerner Associates: Five Things You Should Share With Your Investment Advisor
The more information you share with your investment advisor about your personal financial situation, the more equipped your advisor will be to help you meet your financial and investment goals....
David Lerner Associates: Do not Overlook These Tax Deductions and Credits
Tax time is right around the corner. Now is the time to start getting all your tax materials and paperwork in order so you wo not be scrambling the week before April 15....
David Lerner Associates Announces the Sale of Renowned Turner Watercolor
Joseph Mallord William Turner is watercolor Hampton Court Palace (1829) was sold for $1,666,000.00 by The Great Art Fund III, LLC. David Lerner Associates was the sole placement agent....
2013: David Lerner Associates Offers Smart Financial Steps for the New Year
2013 has just begun. Many Americans dutifully made their New Year is Resolutions in January, but many have already broken or forgotten about them before the calendar turns to February....
David Lerner Associates: Inheriting a Retirement Account
Inheriting a retirement account can feel like winning the lottery. That is the good news. The bad news is that not following the hard-and-fast rules governing inherited retirement accounts can result in much of that windfall going to the taxman....
David Lerner Associates : Ready for Retirement?
In 2011 the first wave of baby boomers hit the traditional retirement age of 65. Over the next 19 years another 10,000 baby boomers will turn 65 every day, according to the Pew Research Center...
David Lerner Associates: Retirement Plan Contribution Limits Increasing for 2013
Each year the federal government considers making inflation adjustments to the maximum amount of money that can be contributed annually to qualified retirement plans like Individual Retirement Accounts (IRAs) and 401(k)s. The IRS announced that the annual contribution limit for IRAs would be increasing...
David Lerner Associates: Gender Differences- does it cost more to be a woman?
Does it cost more money to be a woman in the U.S. today than it does to be a man? A study conducted earlier this year by the FINRA Education Institute suggests that in a couple of areas the answer may be yes....
David Lerner Associates: How to Close the Financial Literacy Gap
One of the most concerning findings of the Financial Finesse study is a reversal in what was a positive trend with regard to women paying off credit card debt. Between 2009 and 2011, women made steady progress in paying off credit card debt in full,...
David Lerner Associates: Beyond Politics – Women and Financial Literacy
There is one topic some people say has not received a lot of attention from either party during the political season -- the "gender gap" between men and women when it comes to financial literacy....