What Is Whole Life Insurance — And Do You Need It?
Many families purchase life insurance in order to help provide financial protection for surviving family members in the event of the death of a family income-earner. Life insurance may be helpful regardless of whether the insured was the primary or secondary income-earner....
What Should You Do With a Financial Windfall?
Individuals who (often unexpectedly) receive large sums of money all at once need to make some important decisions, sometimes very quickly. The tax implications of a windfall can be complicated, which may make receiving counsel from a tax professional crucial....
David Lerner Associates : Will Your Taxes Go Up In the New Year?
As things stand now many Americans are facing a tax increase beginning in 2013. This pending tax increase has been referred to as "the 2013 fiscal cliff" and "Taxmageddon" by some pundits, who are concerned that it could threaten the fragile economic recovery....
David Lerner Associates to Host Blood Drive at Princeton Branch
The Princeton, N.J. branch of David Lerner Associates, a financial investment company headquartered in Syosset, N.Y., will be hosting a blood drive on Monday, December 10 from 3:00 p.m to 8:00 p.m. All donations will benefit University Medical Center patients...
The Brewing Storm in Long-Term Care Insurance
Do not look now, but there may be a storm brewing when it comes to long-term care insurance. Facing substantial budget shortfalls, some states are cutting back on Medicaid and long-term care services....
Handling Debts after a Spouse is Death: Who is Responsible?
The death of a spouse is heartbreaking. Yet the surviving spouse faces more than just overwhelming emotions-- he or she may also face the challenge of handling a loved one is outstanding debts....
A Plan for Eliminating Credit Card Debt
When it comes to debt it can be debated whether there is such a thing as good debt and/or bad debt....
Does It Cost More Money to Be a Woman?
According to a study conducted earlier this year by the FINRA Education Institute women face a number of financial challenges that appear to be unique to their gender. On average, women pay a half-point higher interest rate on credit cards than men do....