David Lerner Associates News: Complaints at Tax Time
About this time of year is when complaints about paying taxes often grow the loudest. One reason why is because many people are starting to gather all of their tax paperwork in preparation for the April 15 tax filing deadline.
David Lerner Associates: Complaints about Hidden Medicare Costs
Some seniors have complaints that despite what they thought would be the case, Medicare does not cover all of their healthcare costs..
4 Important Retirement Decisions
Some people are extremely disciplined when it comes to saving diligently and investing wisely for retirement throughout their working lives. But the need for discipline and diligence does not stop when you actually reach retirement age and enter your golden years.
What is Your Retirement Number?
There are many uncertainties when it comes to retirement planning. One of the biggest uncertainties is determining how much money you will need to meet your living expenses after you retire. In other words, what is your "retirement number?"
David Lerner Associates News: What Should You Do With Your Tax Refund?
Many people view their tax refund as free money. A tax refund is your money that you essentially loaned to the government by having more tax withheld from your paycheck than was necessary.
David Lerner Associates News: 4 Important Facts About the Affordable Care Act
Although there have been a number of changes to the Affordable Care Act (commonly known as Obamacare) in recent months the ACA is major provisions still remain in force.
David Lerner Associates News: Seniors, Do You Have to File a 2013 Tax Return?
Depending on the amount of their gross income, their filing status and their age, some seniors might not have to file a federal income tax return this year.
Attention Retirees: 5 Tax Planning Strategies for 2014
If you have recently finished filing your 2013 tax return the last thing you probably want to think about is your 2014 return. But many experts say that now is actually a good time for retirees to get a jump start on their 2014 taxes.