Have You Planned Ahead for Your Retirement Lifestyle?
Living the lifestyle you dream of in retirement requires not only years of disciplined saving and wise financial planning and investing, but also the realization that choices and tradeoffs are inevitable...
Liquidity and Volatility – Two Different Sides to the Investment Coin
Most investments can be separated into two broad categories with regard to how easy it is for an investor to gain access to his or her money: liquid and illiquid....
David Lerner Associates Syosset N.Y.: History of the Company
Over the course of 38 years David Lerner Associates has grown from a one-man operation to a successful business headquartered in Syosset, New York. They have more than 400 employees and branches in New York, Connecticut, New Jersey and Florida....
Forbes Article: Financial Advice for Sensible Investing
You dont gamble with your rent or grocery money. Thats the basic tenet of David Lerner Associates, a Long Island-headquartered financial investment firm....
Money Purchase Plans: Another Way to Share Company Profits
Profit sharing is a great way for businesses to attract and retain the best and brightest employees. Many top-tier employees today expect to be rewarded by sharing some of the business profits. this lets employees benefit financially in the company is success, as well...
Profit Sharing Plans: One Way to Share the Business Pie
One of the best ways for businesses to attract and retain the highest caliber employees is to offer them a piece of the business "pie." And one way to accomplish this is to create a profit-sharing plan....
SEP-IRAs – A Retirement Plan Option for Small Businesses
A SEP-IRA is a low-cost, easy-to-administer retirement plan that is often ideal for owners of small businesses and self-employed individuals. Sole proprietorships, S and C corporations, partnerships and LLCs all may qualify to establish a SEP-IRA....
David Lerner Associates Staff Give Blood for Injured FDNY Firefighter
The Syosset Fire Department and David Lerner Associates sponsored a blood drive on Tuesday, January 31st, to benefit FDNY Firefighter Robert Wiedmann, who was severely burned while battling a Brooklyn fire in December....
Roth IRAs – Making A Good Thing Better
In 1997, Congress made a good thing better when it created a new type of retirement savings account, the Roth IRA. Named after Senator William Roth, who introduced the legislation that created them....
Why Traditional IRAs Are So Popular
Millions of Americans have taken control of their retirement future by investing in Individual Retirement Accounts since IRAs were first introduced in 1975. IRAs have become one of the most popular retirement savings vehicle in America....