David Lerner Associates Newsroom

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Increasing Financial Literacy

2 Apr 2018 -

If you were to take a basic financial literacy test, do you know how well you would score?

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David Lerner Associates News

Financial Aid and Financial Literacy

18 Apr 2018 -

Whether you're a student  looking to obtain some financial aid or you're older and wiser, you should still be financially literate


Student Debt Strangling Success

9 Apr 2018 -

The younger folks that are entering adulthood need to be one step ahead if they want to succeed in today’s modern America.


Financial Literacy and Debt in America

4 Apr 2018 -

Financial literacy is an incredibly important part of modern life It's a technological world with new currencies like Bitcoin. Internet banking and credit cards are considered a normal part of life.

 


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Retirement Planning Information

Retirement-phobia

28 Mar 2018 -

There are many unknown factors when it comes to saving for your retirement. It can be a guessing game, especially when you don’t have the knowledgeable guidance of a financial professional.


What is Your Retirement Number?

27 Mar 2018 -

When it comes to calculating how much money you'll need for retirement, numbers can be tricky, but concepts are a lot easier to manage


Retirement for Baby Boomers

26 Mar 2018 -

There are 76 million Baby Boomers in the United States, and more than 40 million of whom are already age 65 or older.  These Baby Boomers will retire at a rate of 10,000 per day for at least the next 15 years.


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Women's Financial Literacy

Financial Literacy and Millennials

22 Mar 2017 -

While Millennials are a generation that is exceptional in many ways - better educated than their predecessors, more ethnically diverse, and more economically active - according to studies they struggle with personal finance.


All about Mutual Funds

13 Mar 2017 -

If you do not know about mutual funds, you might be inclined to run for the hills when you hear the term. But understanding mutual funds is essential if you have any interest in investing your money.


Understanding Your Finances

7 Mar 2017 -

Understanding your finances comes down to understanding just a few key elements, definitions, and numbers that make up the sum total of your financial life.


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  • Events & Appearances

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  • Press Contacts

    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com
  • Experts

    Martin Walcoe
    Executive Vice President
    David Lerner Associates
    800-367-3000
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