David Lerner Associates Newsroom

Featured Story

6 Apr 2021 -

The fact that improving your financial education will increase your money management skills and set you up for a healthy financial future is undeniable.

David Lerner Associates News

Greater LI Running Club Donates to Police Family in Need

6 May 2021 -

The Greater Long Island Running Club and David Lerner Associates were able to help Police Officer Eric Dorfman and his family with a $2500 check from their joint Police Crisis Fund.


COVID: One Year Later

6 May 2021 - Just over a year ago a national emergency was declared.  Let’s take a look back at the impacts of Coronavirus and where we stand today.

Tax Season 2021

29 Apr 2021 -

April 15th normally marks the due date for personal tax returns every year, but federal income tax returns for individuals are now due on May 17, 2021.


Retirement Planning Information

3 Retirement Mistakes

2 May 2021 -

With retirement around the corner, what are the right moves to make. There are a few retirement mistakes you should be very aware of avoiding at this critical time. 


Retirement Without Savings

27 Apr 2021 -

On average, retirement savings range from about $15,000 for younger adults, up to about $170,000 for those in their 60s.


Retiring in 2021

22 Feb 2021 -

No matter where you retire this year, you can be sure that you’ll be spending a lot more time at home.


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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