Running Club and David Lerner Associates Donate Funds to Police Family
The Greater Long Island Running Club and David Lerner Associates joined forces once again on January 19th to provide a stipend of $3,000 to the family of Nassau County Police 8th Precinct Police Service Aide, Catherine Jurgens....
Why Financial Independence Is Delayed for Millennials and Gen Z
Achieving financial independence has always been a significant milestone in life. However, Millennials and Gen Z are taking longer than expected to achieve this goal. Various factors, including the changing dynamics of family support and low financial confidence, influence this delay. This article explores the...
SECURE 2.0 Aims to Brighten the Future for Retirement Savers
The $1.7 trillion appropriations bill passed by Congress at the end of last year included some notable provisions affecting workplace retirement plans and IRAs. Dubbed the SECURE 2.0 Act of 2022, the new legislation builds on the sweeping Setting Every Community Up for Retirement...
What Can a College Savings Plan Be Used For?
In this article, we explore the versatility and potential of a 529 College Savings Plan, shedding light on the essential expenses it covers and ensuring that your loved ones have the necessary financial support to thrive during their college years....
When Should You Start Saving for College Fees?
This article explores the best time to begin saving for college fees, highlighting the benefits of early preparation for achieving your financial goals....
How Different Generations View Financial Stability
This article delves into the survey findings to explore the contrasting perspectives across Gen Z, Millennials, Gen X, and Baby Boomers. ...
Benefits and Drawbacks of Investing in a 529 Plan
This article explores the benefits and potential downsides of investing in a 529 Plan, equipping you with the knowledge to make informed choices and secure a brighter future for your kids....
RMD Relief and Guidance for 2023
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. ...
Do This One Thing to Protect Your Family When You Die
While contemplating the aftermath of your departure may not be the most appealing thought, ensuring the financial well-being of your loved ones becomes a priority. In such circumstances, the payout from your life insurance policy can be a significant relief, providing a lump sum of...
9 Personal Finance Tools and Resources for Women
We prepared this guide so you can easily find the best financial tools and resources for women that suit their unique needs....