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.
David Lerner Associates: Repaying Student Loans
For those students graduating in June there is a new and exciting life ahead. One of the responsibilities that many graduates face is repaying their student loans.
David Lerner Associates: Financial Planning Lessons for Educators
No matter what stage of your career you are in, working with a financial professional who understands an educator is special concerns could be beneficial.
David Lerner Associates: Indexed Universal Life Insurance
There are several types of life insurance - one that you may not be so familiar with is called Indexed Universal Life Insurance. (IUL)
David Lerner Associates: Planning for Marriage
If you are planning for marriage you are faced with the enormous responsibility of combining your personal finances with your spouse is and reassessing the way you and your spouse structured personal finances as unmarried individuals.
David Lerner Associates: Key Issues for Older Americans
While retirement is generally something to look forward to there is also the concern about the cost and availability of health care and the worry about what might happen if one becomes unable to live and care for oneself independently.