David Lerner Associates Newsroom

Featured Story

1 Apr 2019 -

Financial Literacy is an issue in our country. It’s no secret that improving your financial education will increase your ability to manage your money well. 

David Lerner Associates News

Women Should be More Active in Managing Their Money

22 Apr 2019 -

Fewer women purchase stocks than men,. But when they do, women invest more intelligently than men and produce better returns


Saving for the Future

18 Apr 2019 -

Saving helps you keep the proverbial wolf from the door yet most Americans are not even close to being ready for any kind of financial emergency. [1] 65 percent of Americans are saving little or absolutely zero. 


Don’t April Fool with Your Finances

10 Apr 2019 -

April fool means you've been taken in by someone or something going on that's not real. Scammers fall into this category. Take care to keep your finances on track as we enter the second quarter of the year.


Retirement Planning Information

A New View of Retirement

15 Apr 2019 -

When you think about retiring, it’s important to start thinking about what you’d like to do with the rest of your life. Instead of 12 years of retirement, you are now looking at a minimum of 28 years of retirement.


Boomers Remaining in the Workforce

8 Apr 2019 -

In the ’80s, around 10 percent of folks over 65 were still working into their retirement years. In the 80s that dropped to 10 percent. Nowadays, we're close to the 20 percent mark again.


3 Things You Should Know About a 401(k)

22 Mar 2019 -

Saving for your retirement is one sure-fire way to keep your mind at ease when the time comes to pack up at the office and head home from your last day of work.


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. 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.


Single Women in Small Business

30 Jul 2018 -

It's Single Working Women's Week. While the earnings gender gap is an ongoing conversation, many women have ditched their 9 – 5 job in favor of starting a business. 


  • Events & Appearances

  • Press Contacts

    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com