David Lerner Associates News

A Savings Crisis in America

7 Feb 2017 - Take a look at your savings account. If you were hit with an unexpected expense of $500 or $1000, would you be able to pay it?

Americans and Financial Planning

23 Nov 2017 - Planning for your financial future should not be something that is an afterthought. Unfortunately, it seems that many American families are not taking control of the situation, and this could leave them in trouble later on in life.

Avoiding Retirement Shock

20 Dec 2017 - More than half of Americans experience stress over their retirement. This is mainly because they face the uncertainty of what the future holds for them.

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.

Building an Emergency Fund

23 Sep 2017 - The purpose of an Emergency Fund is to improve financial security by creating a safety net of funds that can be used to meet emergency expenses as well as reduce the need to draw from high interest debt options, such as credit cards or unsecured loans.

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 Loans and Savings

11 Sep 2017 - September is College Savings Month and it would be wise to take a moment and consider the many ramifications of how one is paying for higher education.

Cyber Security

10 Jul 2017 - In the event that your personal information is compromised online, here are some things you can do right away to fix the problem.

Dating and Finance Mistakes

26 Jul 2017 - Summertime is here, and that typically that means a lot of people have shed their "winter weight" and are back in the dating pool.

David Lerner Associates: Financial Considerations for Family Caregivers

12 Dec 2014 - Caring for your aging parents is not only an emotional burden it may also be a financial one. It will depend on how well off your parents are and how much caring for them costs.

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: How to Give Money to Family Members Without Incurring Taxes

9 Oct 2013 - Many people are not aware that gifts to family members could be subject to federal gift taxes. The American Taxpayer Relief Act (the legislation passed on January 1, 2013, that averted the so-called fiscal cliff) raised the top estate and gift tax rate from 35 to 40 percent.

David Lerner Associates: How to Teach Your Kids About Money

7 Oct 2013 - Schools have certainly changed a lot since the song School Days was written over 100 years ago, but one thing that hasnt changed is the fact that there are still very few schools that teach children about personal financial management.

David Lerner Associates: Inherited IRAs and Bankruptcy

17 Jul 2014 - Since the enactment of the Bankruptcy Abuse Prevention and Consumer Protection Act in 2005, individual retirement accounts (IRAs) have been safeguarded under federal law if you declare bankruptcy.

David Lerner Associates: Inheriting a Retirement Account

21 Feb 2013 - Inheriting a retirement account can feel like winning the lottery. That is the good news. The bad news is that not following the hard-and-fast rules governing inherited retirement accounts can result in much of that windfall going to the taxman.

David Lerner Associates: Leaving a Legacy

17 Aug 2014 - You have worked hard over the years to build up wealth, and you probably find it comforting to know that the assets you leave behind will continue to be a source of support for your family.

David Lerner Associates: Protect Your Family

3 Jun 2015 - One of our greatest assets is the ability to earn income. Most fathers provide for their families needs and should this ability be interrupted or taken away it could mean serious problems for the family.

David Lerner Associates: Speaking to your aging parents about their finances

8 Sep 2014 - Speaking to your parents about money is usually complicated, particularly when the money you are talking about is theirs. Here are some tips to help you through this process.

David Lerner Associates: Taking Care of Your Aging Parents (Part 1)

12 Sep 2014 - Your parents need you, and you need help. This is the first of our 3 part series on caring for your parents as they get older.

David Lerner Associates: Taking Care of Your Aging Parents (Part 2)

15 Sep 2014 - This is Part 2 of a 3 part series on taking care of your aging parents. This time we will be focusing on different types of support available for your parents as well as yourself.

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    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com
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