Women's Financial Literacy

How to Create a Family Endowment

25 Feb 2015 - A family endowment is something that may benefit everyone in a family - including you. The goals of an endowment are simple. Accumulate enough assets to allow you to live comfortably off the income during retirement and to maintain and preserve the principle for your loved ones and future generations.

Investing Basics: What You Should Know

26 Sep 2013 - This is the fourth in the series of articles discussing financial literacy and what this means for Americans in the 21st century. Once you have earned money there are four main things that you can do with it: Spend it, save it, invest it or give it away.

David Lerner Associates: Should Muni Bonds Be Held in Retirement Accounts?

30 May 2013 - When considering what kinds of investments should be held in their retirement portfolios, many people usually do not think about municipal bonds.

Social Security COLA Announced For Next Year

27 Dec 2012 - Remember the advertising campaign for 7-UP that referred to the soft drink as the "un-cola?" Some retirees may be saying the same thing about the Social Security cost-of-living adjustment for 2013 that was recently announced.

How Your Taxes Might Increase Next Year

24 Dec 2012 - Unless Congress takes further action before the end of this year many Americans will be facing a tax increase beginning in 2013. Some pundits have referred to this pending tax increase as "the 2013 fiscal cliff."

Fixed vs Variable Annuities: Look Before You Leap

20 Dec 2012 - The potential for tax-deferred growth and a guaranteed stream of income can make annuities an attractive financial option for retirement. Investors fund an annuity with already-taxed dollars and that money then grows tax deferred until it is withdrawn.

What Is the Dodd-Frank Act?

16 Dec 2012 - 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?

15 Dec 2012 - 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.

What Is Whole Life Insurance -- And Do You Need It?

12 Dec 2012 - 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?

10 Dec 2012 - 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.

  • Press Contacts

    Jake Mendlinger
    Account Manager
    516.829.8374 X 232

    • Connect With Us

    • RSS Feeds

    David Lerner News

    REIT Investments

    Retirement Planning Information

    Women's Financial Literacy

    • Tags