David Lerner Associates Newsroom

Featured Story

2 Jan 2019 -

If you haven’t gotten your finances in order, now’s the time to do it. Only 28% of Americans are considered “financially healthy” while more than half (55%) are just coping.

David Lerner Associates News

David Lerner Associates Consolidates New Jersey Offices to Enhance Customer Service and Efficiency

18 Jan 2019 -

As of Friday, January 18, the company’s office in Teaneck will be merged into its newly renovated office in Lawrenceville. To ensure a seamless transition, all phone numbers will remain the same


Building Wealth One Step at a Time

16 Jan 2019 -

Wealth is not something that happens haphazardly - building wealth takes time and has to be done carefully, deliberately, and strategically.


7 Ways to Increase Net Worth

11 Jan 2019 -

Understanding what your net worth is and how you stack up against others in your age group will help you gauge how much you can spend versus save on an annual basis.


Retirement Planning Information

Debt and Your Retirement

14 Jan 2019 -

Debt can ruin a retirement, especially for women. Here are some debts that need your attention before your retirement day arrives


Fewer Americans Retiring Broke

17 Dec 2018 -

The number of people in the United States retiring with less than $10,000 saved has dropped 13 points from 55 percent to 42 percent. 


Planning for Retirement

14 Dec 2018 -

Until someone actually discovers the fountain of youth, we all have to face planning for retirement so we can finance our older years.


Women's Financial Literacy

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.


Single Women in Small Business

30 Jul 2018 -

It's Single Working Women's Week. While the earnings gender gap is an ongoing conversation, many women have ditched their 9 – 5 job in favor of starting a business. 


Why Women Need Life Insurance

20 Jul 2018 -

For more than half of women polled the thought of running out of money in retirement is their biggest fear, other than losing a spouse


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