David Lerner Associates: How to Teach Your Kids About Money
Schools have certainly changed a lot since the song School Days was written over 100 years ago, but one thing that hasnt changed is the fact that there are still very few schools that teach children about personal financial management....
David Lerner Associates: Watch Out for These Utility Scams
It seems that there is no shortage of different kinds of scams thieves have come up with to try to bilk honest individuals out of their money. Two recent schemes revolve around the payment of utility bills....
David Lerner Associates: How to Spot Counterfeit Bills
Counterfeiting is becoming a growing problem in the U.S. as advances in printing and computer technology have made it easier for thieves to produce fake money that at a glance look very real. The federal government has undertaken efforts to help educate citizens about how...
David Lerner Associates: What Is Chained CPI and Could It Affect You?
You may have heard or read the term chained CPI but arent sure exactly what it means or more importantly, whether its something that might affect you. Chained CPI made the news headlines recently when it was revealed that President Obamas 2014 budget includes...
David Lerner Associates: Financial Mistakes Young People Should Avoid
In a recent article, we offered some financial tips for new college graduates as they head out into the real world to find jobs and support themselves, often for the first time in their lives. In this article, we take a look at the flip...
David Lerner Associates: 6 Strategies to Help You Save a Million Bucks
To many Americans, the thought of saving $1 million dollars over the course of their lives is a little overwhelming. It seems like such a large sum of money and it is that people often shrug off the goal of saving this much...
David Lerner Associates: Four Financial Strategies for Young Adults
As they graduate from college and begin their careers, many young people often discover that the real world is very different from what they thought it would be based on the glamorous images of the make-believe lives of 20-somethings on some TV shows and in...
David Lerner Associates: Financial Capability Study Sends Mixed Messages
A recently released major financial study revealed some good news and some bad news with regard to how Americans handle their finances....
David Lerner Associates: National Financial Capability Study Reveals Shortcomings
In May, the FINRA Investor Education Foundation released its annual National Financial Capability Study....
David Lerner Associates: Seven Myths About Rollovers Debunked
One decision you have to make when changing jobs is what to do with the money youve accumulated in your company retirement account (e.g., 401[k], 403[b] or 457 plan)....