David Lerner Associates News: Are Municipal Bonds a Smart Investment in 2014?
Municipal bonds have long been popular investments among some individuals due to their tax-free status and income-generating properties. Earnings from muni bonds are generally exempt from federal income tax, as well as state and local income tax for residents in the state in which they live.
David Lerner Associates News: Five Ways to Power Up a Life Insurance Generator
David Lerner Associates identifies five key areas that can be "powered up" by plugging into a "life insurance generator".
5 Ways to Become an Olympic Retirement Saver
It took many years of hard work, dedication and training for Olympic athletes to reach the pinnacle of athletic achievement.In some ways saving for retirement is similar to training to compete in the Olympic Games
David Lerner Associates: Review of Common Money MIstakes
Most people try to avoid making major mistakes when it comes to managing their money. Even the most savvy money managers are not immune from making a few blunders.In this review we examine five common personal financial and money management mistakes.
David Lerner Associates: Review Your Financial Resolutions for the New Year
Review what might be on your list of financial resolutions this year. And instead of calling them New Year;s resolutions, regard them as smart financial steps that you can take to help get and keep your finances on track this year.
Utility Bills Scam Alert from David Lerner Associates
Two recent scams revolve around the payment of utility bills - one offers a Federal support payment and the other presents the bill as overdue and demands immediate payment..
David Lerner Associates : Tips to Protect Against ATM Skimming Scam
Using Automated Teller Machines has become commonplace among Americans today. But many people are not aware of an ATM scam that could end up costing them big-time.
David Lerner Associates: How to Spot Signs of a Credit Card Fraud Offer
The recent major data security breach at Target brought the topic of debit and credit card fraud front and center. But this type of fraud is not limited to just the theft of sensitive data from cards.
David Lerner Associates: Financial Resolutions in Your 50s
After a lifetime of diligently saving you are getting closer to the day when you hope to actually enter into and enjoy the retirement.
David Lerner Associates Financial Resolutions In Your 40s
The good news if you are in your 40s is that you may be entering your peak earning years - especially if both you and your spouse are working.