David Lerner Associates Newsroom

Featured Story

28 May 2020 -

Making a last-minute contribution to an IRA may help you reduce your 2019 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you may also be able to claim the Savers Credit for 2019 based on your contributions to a traditional or Roth IRA. Claiming this nonrefundable tax credit may help you reduce your tax bill and give you an incentive to save for retirement. For more information, visit irs.gov

David Lerner Associates News

The Future of College

25 Jun 2020 -

For students and colleges alike, the coronavirus lockdown has caused a massive disruption in the financial “norm” of higher education


Finance Gaps

23 Jun 2020 -

The fight for pay equality has been one that made some significant leaps forward in the past years, but we are by no means on equitable footing just yet.


What’s Next for America?

18 Jun 2020 -

The way we move forward from this pandemic into the rest of the year will dictate how soon we are all able to get back to business and plan for our future.


Retirement Planning Information

Social Security and Coronavirus

29 Jun 2020 -

Boomers and those who receive Social Security could be concerned about receiving their monthly checks given the economic downturn due to the coronavirus.


Dipping into Retirement

25 Jun 2020 -

Even before the current pandemic, many folks were worried that they were unable to afford to retire and might have to keep working later in life


When Should You Retire?

15 Jun 2020 -

If you want to know what age to retire, you should figure out when you want to retire, and try and figure out how much time you have and how much you must save.


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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