David Lerner Associates Newsroom

Featured Story

14 Oct 2019 -

With all the focus on how little Americans are saving for retirement, this may sound counterintuitive. However, saving alone won’t get you to your goal.

David Lerner Associates News

Mortgage Fraud-How Seniors Can Avoid It

11 Nov 2019 -

There is a scam that combines identity theft and mortgage fraud. The FBI says house stealing is not widespread, but it's a crime they are monitoring closely.


Women at Risk

9 Nov 2019 -

Women have historically had less financial freedom than their male counterparts and the problem is, that for certain women, their retirement is at risk - and it isn’t whom you might think


Choosing a Financial Advisor

6 Nov 2019 -

Choosing a financial advisor is a big decision. Making sure that your money is in safe hands should be obvious, but how do you do that, and what do you need to avoid?


Retirement Planning Information

Retirement: Top 5 Most Expensive States

1 Nov 2019 -

One of the things to consider is where to live and what the cost of living will be when you retire. These are the most expensive states for retirees.


National Save for Retirement Week

21 Oct 2019 -

National Save for Retirement Week is October 20-26. This would be a good time to take stock of your current retirement plans


Retirement Reality in 2019

20 Oct 2019 -

Every day 10,000 Boomers reach the age of 65, and it has been reported by the Wall Street Journal that they are in a much worse financial state than the generation before them.


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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  • Press Contacts

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