Debt Awareness Week – March 25-31
Amid a cost of living crisis, with escalating prices for basic necessities, it's evident that many households across the US will face financial challenges in 2024. Yet, our research indicates that many don't seek assistance due to a lack of understanding about debt awareness week...
SECURE 2.0 Provides New Retirement Savings Options in 2024
The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in 2023, others did not take effect until 2024. Here is an overview of some important changes for this year....
6 Ways to Plan Out Your Summer
Summer is almost here! For many Americans, the season presents the ideal opportunity to escape the hustle and bustle of everyday life and indulge in some much-needed relaxation. But with so many things to do, where do you start to plan out your summer? As a parent,...
Global Money Week: Empowering Financial Futures
Global Money Week (GMW) is an annual worldwide campaign that emphasizes the importance of early financial awareness among young people. It focuses on gradually developing knowledge, skills, attitudes, and behaviors essential for making wise financial decisions, ultimately leading to financial well-being and resilience. At David Lerner...
Modern Women’s Financial Wellness in 2024
In the symphony of modern life, women don't just play a part—they compose the melody. As architects of their destinies, women face a myriad of roles and responsibilities, from conquering career summits to nurturing the future, all contributing to Women's Financial Wellness. Yet, in the pursuit...
David Lerner Associates Police Appreciation Run Scheduled for June 27th
Mark Your Calendar! David Lerner Associates and the Greater Long Island Running Club will join forces this year to host the 33rd annual David Lerner Associates Long Island Police Appreciation 5 Kilometer Run. This year’s Run will be held on Thursday evening, June 27th over the traditional...
Remote Work and Retirement
The remote work and retirement trend is influencing retirement choices. The landscape of work has undergone a significant transformation in recent years with the widespread acceptance and adoption of remote work and retirement. Research has found that 23 percent of job holders work from home part-time,...
Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle
Federal tax credits may be available to help offset your cost to purchase certain clean vehicles (including electric, plug-in hybrid, and fuel cell vehicles). Starting in 2024, you may be able to elect to transfer the new and previously-owned clean vehicle tax credits to dealers...