Recent Articles
National Savings Day – A Boost for Your Financial Future
In today’s uncertain economy, saving money often takes a backseat to immediate financial needs and desires. Yet, setting aside money for the future is critical to financial well-being. National Savings Day serves as a timely reminder to reflect on our saving habits, celebrate our progress,...
Essential Retirement Savings Tips for Those Over 50
If you’re over 50 and considering retirement, it’s time to examine your savings strategy closely. Retirement may be just around the corner, but you can still boost your nest egg and ensure a comfortable future. Here are some essential retirement savings tips to help you...
Understanding Zillennials: Bridging the Financial Gap Between Millennials and Gen Z
Zillennials, a micro-generation born between the early 1990s and early 2000s, stands at the crossroads of Millennials and Generation Z. This unique cohort blends characteristics from both generations, leading to distinct financial behaviors and needs. Unlike their predecessors, Zillennials prioritize savings and actively seek guidance...
Parent Plus Loans for College Costs
As college costs continue to rise, many families look for ways to bridge the financial gap left by other forms of financial aid. One option to consider is Parent PLUS loans. Parent PLUS loans, offered through the Department of Education's William D. Ford Federal Direct Loan...
Spirit of America Investment Fund
A family of mutual funds designed specifically to complement the portfolios of David Lerner Associates’ clients.
Started in 1998 with the Real Estate Income and Growth Fund, the family has since grown to six funds.