David Lerner Associates Newsroom

Featured Story

14 Feb 2023 -

A hybrid life insurance policy is one way to protect yourself and your family.

David Lerner Associates News

Global Money Awareness Week 2023

20 Mar 2023 -

Global Money Week (GMW) is an annual international awareness-raising campaign that takes place in over 175 countries

The Importance of Credit Education

16 Mar 2023 -

Observed in the United States every year in March, this event aims to raise awareness about the importance of credit education and financial literacy.

Small Business Development Centers and the Economy

15 Mar 2023 -

Small businesses in the US generate 44 percent of the economic activity in the country.

Retirement Planning Information

Longevity Literacy and Long-Term Care Insurance

22 Mar 2023 - As the world's population continues to age and life expectancy in America is higher than it used to be decades ago, people are becoming more interested in the science of aging.

Social Security in Your 60s

6 Mar 2023 -

Once you reach your 60s most people start to slow down. Retirement is almost upon you and it is time to enjoy the years you have left.

How Much Should You Contribute to Your Roth IRA?

20 Feb 2023 -

Deciding to save for retirement today could help you have a more secure future.

Women's Financial Literacy

Women in Business

19 Oct 2022 -

The third week of October is National Businesswomen’s Week.


Women’s Wealth Management is Growing in America

16 Sep 2022 -

There may still be a gap in wages and equity in the workplace but the face of wealth management in America is changing.

Women Investors are Ahead of the Game

22 Jun 2022 -

Wealth and income disparity between men and women in America is still a real concern with the gender pay gap and other factors affecting women and their finances. 

  • Events & Appearances