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.
US Not in Top 10 for Basic Financial Literacy Test
When it comes to managing our personal finances, it appears that Americans could use a little help. In a recent global quiz, Americans did not even make the top 10!
David Lerner Associates: Tax Scams
The IRS recently released its annual list of tax scams. The list reminds tax payers to use caution and avoid becoming victims of fraudulent tax schemes.
David Lerner Associates: Money Smart Tips for Credit Card Debt [INFOGRAPHIC]
38 percent of American households carry some credit card debt. Americans between 45 and 54 years old have the highest balances of any age group. When you are getting close to retirement, this debt could be a significant barrier to future financial security.
David Lerner Associates: Cyber Thieves Target Men More than Women
A new report claims that men are ripped off three times as much as women. There are many things you can do to stay safe from the digital bad guys. Using strong passwords, secure your computer, installing the latest operating system updates, protecting your data with encryption or passwords, and securing your wireless network are just a few things that can be done.