David Lerner Associates: The Sensible Middle Ground of Investing
Investors in the stock market have been on somewhat of a roller-coaster ride recently. It is one thing to experience the thrill of a sudden drop at the fairground but quite another when it is your investments that take a tumble. We believe in something that we call the is ensible middle ground of investing.
College Savings – Think Ahead
More than 20 million young Americans are headed off to college this month. According to the 2015 Sallie Mae How America Pays for College report, a national study of college students and parents, families spent on average $24,164 for college in the academic year 2014-2015
David Lerner Associates: 3 Financial Tips for Seniors
Studies show that the retirement age in America in creeping upward as many seniors choose to keep working longer. The easing of Social Security restrictions on earning income has also contributed to the trend.
David Lerner Associates: Housing Options for Older Individuals
As we grow older many of our needs (and wants) change. Children grow up and move away. Raking leaves from the lawn of the large house purchased 30 years ago to provide space and recreation for a family is probably no longer top of the list of things to do..
David Lerner Associates: Women and Asset Protection
Due to a decision to remain single, divorce or loss of a spouse, many women find themselves having to take charge of their financial affairs.
David Lerner Associates: Property Ownership Issues for Married Couples
When you get married there are many financial issues that should be discussed and resolved. How to structure ownership of property is one such issue.
Teaching Your College-Age Child about Money
Now that they are heading off to college your children need more knowledge about money. They will be on their own and handling their own finances - probably for the first time.
Teaching Your College-Age Child about Money
Now that they are heading off to college your children need more knowledge about money. They will be on their own and handling their own finances - probably for the first time.
How to Establish or Increase a Cash Reserve
Cutting back on discretionary spending can help you establish a cash reserve goal sooner and will form a habit that serves you well in future years.
David Lerner Associates:Worker Classification and Taxes
As an employer, whether you are a small business or a Fortune 100 company, the status of a worker can prove to be a thorny question when it comes to taxes.