David Lerner Associates: The Economic Rebound
It is 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 Associate:: Women and Finances
Women tend to live longer than men, so most women are likely to be responsible for their own financial welfare at some point in life. So it is important for women to understand their financial options....
David Lerner Associates: Asset Allocation
As you transition into retirement, your priorities for and demands on your portfolio are likely to be different. Your asset allocation strategy will probably be different than the one you used when saving for retirement....
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: Charitable Deduction
The charitable deduction allows you to take off the value of property you offer to charity from your property and might minimize any federal gift and estate tax that might be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and satisfy your...
David Lerner Associates: The Gender Gap in Wealth Management
According to a study that performs research on financial trends in the US, women have made good progress in many areas of financial literacy, but there is still a gender gap when it comes to investment and wealth management....
David Lerner Associates: 6 Reasons to Work with a Financial Professional
No matter what stage of life you are in you could probably benefit from working with a financial professional. Here are six reasons why....
David Lerner Associates: Fighting Fraud And Identity Theft with New Technology
Retailers are finally stepping up their game. The United States in in the process of replacing its current is wipe and sign card technology with a more secure technology called EMV, which is short for Europay Mastercard and Visa....
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: Identity Theft Fraud Tips
Reports of the rise in identity theft are in the news all the time, yet many people think it will never happen to them. This article contains some helpful tips on how to avoid becoming the victim of identity theft and fraud....