David Lerner Associates: Tips to Build Wealth
Wealth is not something you wake up to one morning. It is built and earned over time. Carefully. Strategically. With deliberate purpose. If building a healthy personal fortune is appealing to you, then here are some tips to help you on the wealth-building journey.
David Lerner Associates: Estate Planning Essentials
An effective and smart estate plan is necessary if you want to make sure your assets are inherited by the intended parties, no matter the size of your estate. If done right, your plan can limit the taxes owed by the beneficiary. Here are some helpful tips.
David Lerner Associates: Monopoly and Financial Literacy
Playing Monopoly on game night has been a part of almost every American household for decades. One of the benefits of playing the board game was the financial literacy learning that took place. Now the game is being updated to reflect the current financial landscape - all transactions will be done via debit or credit card.
David Lerner Associates: What You Need to Know about Retirement and Long-Term Care
A comfortable retirement is something to plan for and look forward to. According to the Employee Benefit Research Institute, most Americans are on track with their savings for retirement. But, and this is a big one, have you considered what would happen if you were hit with an additional half million dollars in health care costs? Would you be able to still maintain a comfortable retirement then? It is highly doubtful that even the better off among us could withstand that.
David Lerner Associates: Who Can Benefit From College Savings Plans?
There are many types of people who can benefit from college savings plans especially parents and grandparents of young children, casual investors, or anyone wanting to transfer wealth to another family member as part of an estate plan.
David Lerner Associates: April is Financial Literacy Month
The best investment you could make is financial education. It is an investment in your own financial future and the future of your family.
David Lerner Associates: Saving for Early Retirement
According to a research study by the Employee Benefit Research Institute, Americans confidence in their ability to secure a financially comfortable retirement increased in 2015, however, only 61% report that they are currently saving. That means that more than one-third are not saving for retirement.
David Lerner Associates: The Panama Tax Evasion Scandal
Financial news has been abuzz this past week with the revelation of leaked documents, dubbed "The Panama Papers" detailing a network of banks and law firms that help many of the world is most powerful people hide money in offshore accounts, according to a coalition of investigative reporters.