David Lerner Associates Newsroom

Featured Story

4 Aug 2020 -

The CARES Act allows you to make penalty-free withdrawals of up to $100,000 from your retirement account if you meet certain qualifications related to the COVID-19 pandemic. 

David Lerner Associates News

Money and Relationships

6 Aug 2020 -

If you think that relationships are hard when life is “normal,” think about the many situations that are bringing the cracks to light in relationships around the world today.


Things to do During a Financial Downturn

28 Jul 2020 -

Weathering a storm of financial uncertainty will take a lot more than a stimulus check or a small business loan.


Summer Financial Tips

23 Jul 2020 -

There will be many opportunities to loosen your purse strings and revel in the much-missed freedom of a restriction-less summer.


Retirement Planning Information

Savings, Retirement, and the New Normal

4 Aug 2020 -

The CARES Act allows you to make penalty-free withdrawals of up to $100,000 from your retirement account if you meet certain qualifications related to the COVID-19 pandemic. 


Virus Era Retirement

16 Jul 2020 -

We all have to figure out how to move into the future, whatever that may bring. If you have been planning to retire, this could be a very stressful time.


Retirement Hit Hard

7 Jul 2020 -

This year, COVID-19 decimated the economy, and research shows 21 percent of people anticipate the crisis will deliver a severe blow to their retirement blueprint.


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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