David Lerner Associates: Trust Basics
With a trust you can control how your assets are distributed once you have passed on or perhaps help you plan for the possibility of becoming incapacitated. The power of a trust lies in its versatility--there is a type of trust for almost every...
David Lerner Associates: 6 Reasons to Work with a Financial Professional
No matter what stage of life you are in you could probably benefit from working with a financial professional. Here are six reasons why....
Women and Wealth Management: Is There a Gender Gap?
A new study conducted by Boston Consulting Group indicates that women believe they receive a lower quality of wealth management service than men do.Over half (55 percent) of the women who responded said their wealth manager could do a better job of advising them than...
David Lerner Associates News: 5 Financial Goals Before You Reach 40
The 40s are generally considered to be the beginning of middle age. It is a critical stage for setting yourself up financially for the second half of your life...
David Lerner Associates News: What Should You Do With Your Tax Refund?
Many people view their tax refund as free money. A tax refund is your money that you essentially loaned to the government by having more tax withheld from your paycheck than was necessary....
David Lerner Associates: Review Your Life Insurance Needs
New Year is Financial Housekeeping: do you have life insurance-- and is it enough?...
David Lerner Associates –How Safe Is Your Pension Plan?
Some financial and retirement experts are recommending that workers and retirees who are dependent on pension plans do some "what-if" scenario planning to gauge how well prepared they might be for a possible cut in their pension benefits....
What is In a Name?
Since the day the firm was founded nearly four decades ago, David Lerner has stood for honesty and integrity in all his dealings with clients and throughout the investment community....
David Lerner Associates Syosset N.Y.: History of the Company
Over the course of 38 years David Lerner Associates has grown from a one-man operation to a successful business headquartered in Syosset, New York. They have more than 400 employees and branches in New York, Connecticut, New Jersey and Florida....