David Lerner Associates Newsroom

Featured Story

15 Sep 2021 -

If you are fortunate enough to have an income that exceeds your bills, it can be confusing to figure out how to put that positive cash flow to good use. Is it better to pay off your debt or put it into savings?
 

David Lerner Associates News

Social Security's Uncertain Future: What You Should Know

22 Oct 2021 - Social Security is a pay-as-you-go system, which means today's workers are paying taxes for the benefits received by today's retirees.

Honoring Working Women

20 Oct 2021 -

while there are many areas of business where women are taking the lead, recent reports show that the last year-and-a-half has taken a bigger toll on women than men


Handling Market Volatility

18 Oct 2021 -

Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it's your money at stake.


Retirement Planning Information

Retirement affects Health

6 Oct 2021 - Retiring may not be all it’s cracked up to be — depending on how you view it.

Benefits of College Savings Plans and 401k Plans

4 Oct 2021 -

If you are nearing retirement, then you should have some kind of retirement savings plan in place. If retirement is still relatively far off for you, then now is the time to start preparing.


Achieving Financial Stability During Retirement

20 Sep 2021 -

By retirement age you’ve likely worked for 40-plus years, and can finally relax, enjoy family, and visit friends. Unfortunately, staying financially stable in retirement is often a challenge.


Women's Financial Literacy

Honoring Working Women

20 Oct 2021 -

while there are many areas of business where women are taking the lead, recent reports show that the last year-and-a-half has taken a bigger toll on women than men


Women Need Life Insurance

7 Sep 2021 -

Whether single, married, employed, or a stay-at-home mom, women need life insurance. 


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


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