David Lerner Associates News

3 Financial Tips for the Real World

10 Aug 2016 - There are many and varied tips available for anyone looking to educate themselves on what the "experts" recommend when it comes to financial planning. The internet abounds with such tips and advice. However, some of these things are easier said than done, especially when it comes to the workaday world and trying to keep up in an ever-more-volatile economy. Let is take a look at some of these tips, and how they can be applied to the real world.

3 Ways to Graduate Debt Free

28 Aug 2015 - Over the past ten years, the cost of a college education in America has gone up very year. Hillary Clinton recently announced a proposed student loan reform as part of her campaign.

American Teen Views on Student Loans and College Education

2 Jun 2016 - The student loan debt level in America has skyrocketed over the last decade. Before a family commits to the burden of a student loan, perhaps they should talk to their kids - a recent survey of American teens revealed that only 11% plan to take out a student loan.

Benefits of College Savings Plans

4 Oct 2017 - Unless you are well off or on a full scholarship, finding a way to afford the cost of higher education often ends with taking out student loans. However, if you plan ahead with a college savings plan, there are many benefits.

College and Saving

15 Nov 2017 - If you are planning on sending your kids to college then you need to be thinking about the financial costs and the best ways to save for them.

College Grads and Financial Literacy

21 Dec 2016 - Unfortunately, college students are not well prepared for the real world financially speaking, because it is not taught.

College Savings - Think Ahead

26 Aug 2015 - 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

College Savings and Loans

9 May 2016 - According to a survey by Sallie Mae, families are under increasing pressure to take out loans to finance college. Saving for college seems like the best alternative, but there are some misconceptions about the process.

David Lerner Associates : The College Debt Dilemma - Avoid Debt In the First Place

2 Jan 2013 - Many families depend on student loans in order to send their children to college. A better option for many students and families is to try to avoid student loan debt in the first place.

David Lerner Associates News: Is a College Degree Still Worthwhile?

15 Apr 2014 - Many Americans are starting to question the value of a college degree. A recent study seems to indicate that a college degree is indeed worthwhile.

David Lerner Associates: 5 Financial Lessons for College Students

9 Sep 2015 - Millions of young Americans will be leaving home for the first time this fall. Along with many other freedoms they will experience, they will also have to manage their own finances, probably for the first time.

David Lerner Associates: Are 529 assets subject to Medicaid spend-down requirements?

1 Apr 2015 - Right now this issue has been largely ignored by state laws. But unless future legislation exempts 529 plans from Medicaid rules, it would be wiser to assume that these assets could be subject to the state is grasp.

David Lerner Associates: College Savings Plans: 529

23 Oct 2014 - Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today.

David Lerner Associates: Defining Qualified Education Expenses

5 Nov 2014 - The term "qualified education expenses" is utilized frequently in education circles, but it can mean numerous things depending upon the context. Find out more using this table.

David Lerner Associates: Education Tax Credits

7 Jul 2015 - Summer is most often thought of as a time for fun and relaxation. If your child is one of the 21 million heading to college in the fall it is also likely to be a time for financial planning. There is one aspect that could lighten the load - education tax credits.

David Lerner Associates: Helping pay for your Grandchildren is education

5 Sep 2014 - Tuition payments made directly to a university are not considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and board, books, or fees. Find out more...

David Lerner Associates: Legislation Rolls Back Student Loan Interest Rates

16 Sep 2013 - In late July, Congress passed legislation to roll back the increase in student loan interest rates that took effect earlier in the month. This legislation ties student loan interest rates to the financial markets, instead of allowing Congress to set these rates, as they have in the past. On August 9, 2013, President Obama signed the bill into law.

David Lerner Associates: Repaying Student Loans

30 Jun 2015 - For those students graduating in June there is a new and exciting life ahead. One of the responsibilities that many graduates face is repaying their student loans.

David Lerner Associates: Scholarships and College Savings

1 Dec 2015 - As the cost of a college education continues to climb, paying for it has become a major family expense. Many couples report starting a college fund shortly after their baby is born.

David Lerner Associates: The College Application Process

31 Jul 2015 - Summer is almost over and there is much to look forward to as we move towards the fall. This is also the time of year when many families are embroiled in the college application process.

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