David Lerner Associates News

David Lerner Associates: Tax Changes for 2016

1 Feb 2016 - Every year we are faced with new federal tax codes, and 2016 is no different. This year is changes could mean penalties if you do not have health insurance, or they could bring you welcomed savings if you happen to own a small business.

David Lerner Associates: Financial Goals for 2016

23 Dec 2015 - With 2015 coming to an end, many Americans are taking stock of their accomplishments of the past year and setting goals for the coming 12 months. Here are some ideas to help achieve your financial goals this year.

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