Life Insurance Protects Loved Ones
Your life insurance needs will depend on a number of factors, including whether you are married, the size of your family. the nature of your financial obligations, your career stage, and your goals.
Financial Planning Helps You See the Bigger Picture
No matter what the goal is - owning a new home, traveling to exotic locations, driving a nice car, starting a business or retiring comfortably - there is always a price tag attached.That is why financial planning is so important.
David Lerner Associates: Education Tax Credits
Summer is most often thought of as a time for fun and relaxation. If your child is one of the 21 million heading to college in the fall it is also likely to be a time for financial planning. There is one aspect that could lighten the load - education tax credits.
Financial Aid: 529 Plans and Your Familys Future
If thinking about joining a 529 plan, or if an account is already in the cards, understanding more about how 529 funds will affect a child is chances of receiving financial aid is a smart move.
David Lerner Associates: Coping with Fraud and Identity Theft
Whether they are snatching your purse, diving into dumpsters, stealing mail, or hacking into computers, identify thieves are a reality and can cause havoc with your financial life.
Give Your Children a Basic Financial Education
Kids today are very financially aware - even before they can count. As soon as they are old enough to handle money, teach them the basics of how to handle it wisely.
David Lerner Associates to Sponsor Three Music Under the Stars Concerts in the Town of Oyster Bay
The free summer concerts are sponsored by David Lerner Associates to bring the community together to enjoy great music and beautiful weather.
David Lerner Associates:Life Insurance at Various Life Stages
Just as financial needs change over time, so too does the need for life insurance change with new circumstances. Let is look at how your life insurance needs change throughout your lifetime.