David Lerner Associates Newsroom

Featured Story

4 Apr 2022 -

April is Financial Literacy Month.  What exactly is financial literacy and why is it important?

David Lerner Associates News

How to Prepare Your Finances for an Emergency

13 May 2022 -

One thing in life that you can be sure of is unpredictability


How to Plan for Financial Stability During Retirement

11 May 2022 -

The goal of retirement is to enjoy the fruits of your labor.


Teens Feel Unprepared to Finance Their Futures

9 May 2022 - The last two years have created uncertainty and anxiety for many Americans. 

Retirement Planning Information

1 in 5 Older Americans Believe this Retirement Myth

6 May 2022 -

According to a Fidelity Investments survey, many older Americans subscribe to the belief that financial advisors would suggest using 10 to 15 percent of their retirement funds each year.


Retirement and Debt

25 Apr 2022 -

Retirement is something that should be enjoyed, not dreaded. As you age you find out that there are certain things that are more important than others.


Can You Live on Social Security Alone?

14 Feb 2022 -

Retiring and relaxing is not something you can do if you don’t have money.


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


  • Events & Appearances