David Lerner Associates News

New Clean Vehicle Tax Credit Guidance Issued

7 Jun 2023 -

Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles meeting certain requirements (including electric, plug-in hybrid, and fuel cell vehicles).

Financial literacy and saving for college

5 Jun 2023 -

The rise in cost is making it more important than ever for families to save for their children's education.

Financial literacy is a critical skill

2 Jun 2023 -

Financial literacy is a critical skill that every person should possess.

May: National Teen Self-Esteem Month

30 May 2023 -

May is National Teen Self-Esteem Month. This is an excellent opportunity to spread the word about the significance of making sure our teens have self-confidence.

Digital Financial Planning Can Make Life Easier

26 May 2023 -

Learning to take advantage of digital financial planning apps can help you stay on track with your financial goals and make sure your money is working for you.

Determining the Best 529 Plan for You

23 May 2023 -

A 529 plan is a tax-advantaged investment account that helps families save for college expenses.

Saving and Investing Tips

22 May 2023 -

Saving and investing are important aspects of achieving long-term financial security.

Millennials and Gen Zers Get Financial Advice from Social Media

18 May 2023 -

Millennials and Gen Zers are facing an economic situation that grows gradually bleak.

Employees Want More Education with Their Retirement Benefits

17 May 2023 -

Americans’ workplace retirement plans play a key role in their future retirement prospects.

The Importance of Asset Management

10 May 2023 -

One factor in financial literacy is learning about the benefits of proper asset and property management practices.

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    Jake Mendlinger
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    516.829.8374 X 232

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