David Lerner Associates: Tips to Build Wealth
Wealth is not something you wake up to one morning. It is built and earned over time. Carefully. Strategically. With deliberate purpose. If building a healthy personal fortune is appealing to you, then here are some tips to help you on the wealth-building journey.
David Lerner Associates: Monopoly and Financial Literacy
Playing Monopoly on game night has been a part of almost every American household for decades. One of the benefits of playing the board game was the financial literacy learning that took place. Now the game is being updated to reflect the current financial landscape - all transactions will be done via debit or credit card.
David Lerner Associates: April is Financial Literacy Month
The best investment you could make is financial education. It is an investment in your own financial future and the future of your family.
David Lerner Associates: Saving for Early Retirement
According to a research study by the Employee Benefit Research Institute, Americans confidence in their ability to secure a financially comfortable retirement increased in 2015, however, only 61% report that they are currently saving. That means that more than one-third are not saving for retirement.
David Lerner Associates: The Panama Tax Evasion Scandal
Financial news has been abuzz this past week with the revelation of leaked documents, dubbed "The Panama Papers" detailing a network of banks and law firms that help many of the world is most powerful people hide money in offshore accounts, according to a coalition of investigative reporters.
David Lerner Associates: Tax Scams
The IRS recently released its annual list of tax scams. The list reminds tax payers to use caution and avoid becoming victims of fraudulent tax schemes.
David Lerner Associates: Money Smart Tips for Credit Card Debt [INFOGRAPHIC]
38 percent of American households carry some credit card debt. Americans between 45 and 54 years old have the highest balances of any age group. When you are getting close to retirement, this debt could be a significant barrier to future financial security.
David Lerner Associates: Cyber Thieves Target Men More than Women
A new report claims that men are ripped off three times as much as women. There are many things you can do to stay safe from the digital bad guys. Using strong passwords, secure your computer, installing the latest operating system updates, protecting your data with encryption or passwords, and securing your wireless network are just a few things that can be done.
David Lerner Associates: Tax Plans and Political Candidates
The political race is heating up as the candidates vie for their party is nomination, and as we head into another tax season, it might be interesting to analyze the various tax proposals that each candidate has on their books. A study by The Tax Policy Center has revealed some key points after looking closely at tax proposals for the candidates.
David Lerner Associates: Being Money Smart in Retirement
It is Money Smart week. A new study has found that Americans in their retirement years gradually lose the ability to manage their money. According to the study the ability to answer basic financial literacy questions wanes as age increases. However, the ability to confidently make financial decisions does not falter.