David Lerner Associates Newsroom

Featured Story

2 Dec 2019 -

With so many different things competing for your attention, it’s easy to let financial planning slide. It may not be something you want to do, but it is something you need to do.

David Lerner Associates News

How to Reach Your Financial Goals

6 Dec 2019 -

Setting realistic and achievable goals, following a strategic plan to make progress toward them, and tracking your progress is the key to success in attaining your financial goals.


Putting Your Affairs in Order

4 Dec 2019 -

55% of Americans pass away without a will or an estate plan. Here are some of the affairs that should be kept in order before we're referred to as the “dearly departed:” 


Make the Time to Prioritize Your Finances

2 Dec 2019 -

With so many different things competing for your attention, it’s easy to let financial planning slide. It may not be something you want to do, but it is something you need to do.


Retirement Planning Information

Gen X and Retirement

27 Nov 2019 -

Americans who fall into Generation X are worried about retiring. They feel they’d find it harder than other generations to retire comfortably or even be able to retire at all. 


Retirement Strategies for the Almost Retired

18 Nov 2019 -

The average pre-retirement Boomer only has about $9000 per year in retirement income headed their way and a shocking one-third of Americans say they have zero retirement savings.


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.


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.


  • Events & Appearances

1/16/2020 10:00 AM - 1/19/2020 5:00 PM:

Hartford Boat Show

3/21/2020 10:00 AM - 5:00 PM:

Cabin Fever-Custom Car and Motorcycle Show

4/18/2020 10:00 AM - 4/19/2020 5:00 PM:

2020 Connecticut Better Home Show

  • Press Contacts

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