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David Lerner Associates > Financial Literacy (Page 65)

News & Resources: Financial Literacy

Three Common Financial Mistakes

Your current financial situation is a combination of every money related decision you have made in the past. If you are like most people, you have had very little or no coaching, so you are just learning as you go.

Writing a Business Plan

National Small Business Week was April 30 - May 6 2017. In light of this celebration, which recognizes the critical contributions of America is entrepreneurs and small business owners, here are some tips for entrepreneurs to help with writing business plans.

How to Avoid Investment Fraud

There were 868 cases of SEC investigated financial misconduct in 2016. The good news is that potential victims, and more importantly the professionals trying to catch the bad guys, are focusing on financial literacy and fraud prevention which should make you feel a little safer.

Your Investment Counselor

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