David Lerner Associates Newsroom

Featured Story

28 Dec 2020 -

Since the coronavirus showed up on the scene earlier this year things have become quite serious for many small business owners.

David Lerner Associates News

Business Travel and Coronavirus

26 Feb 2021 -

If any one industry has taken a hit more than the restaurant and entertainment industries, it’s the travel industry


Budgeting in 2021

23 Feb 2021 -

The unpredictability of 2020 has caused anxiety in many when it comes to money. Budgeting can give you peace of mind and an understanding of what is going on with your finances.


Financial Tips for the New Year

20 Jan 2021 -

Since the New Year is often a time when we try to set new habits in motion, let’s take a look at some personal finance tips for 2021:


Retirement Planning Information

Retiring in 2021

22 Feb 2021 -

No matter where you retire this year, you can be sure that you’ll be spending a lot more time at home.


Retirement Snapshot 2020

30 Dec 2020 -

Retirement is showing different trends than previous years and the numbers make for a very interesting analysis.


Best States to Retire in 2020

30 Dec 2020 -

The arrival of the coronavirus in the U.S. added several factors to consider if you are thinking about where you are going to retire. 


Women's Financial Literacy

Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family, and plan for retirement. Financial literacy guides financial decisions


Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family and plan for retirement. Making educated financial decisions is essential.


Budgeting: Men vs. Women

6 Aug 2018 -

It’s very interesting to see how men and women in America are budgeting and living across the gender gap.


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