What Is the Dodd-Frank Act?
You may have heard the term "Dodd-Frank" in reference to the U.S. banking and financial system, but youre not sure exactly what it refers to. Dodd-Frank is short for the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Why Was Kraft Foods Removed from the Dow?
Changes to the mix of companies listed on the 30-stock Dow Jones Industrial Average (DJIA) are relatively rare. When Kraft Foods lost its place on the venerable market index recently to UnitedHealth Group Inc., it was the first change to the Dows composition mix since 2009.
David Lerner Associates : Slowing Down in Retirement May Not Be an Option
If a recent survey of middle-class Americans is anything to go by, the age of 80 may very well be the new 65 when it comes to retirement.
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.