David Lerner Associates Newsroom

Featured Story

28 May 2020 -

Making a last-minute contribution to an IRA may help you reduce your 2019 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you may also be able to claim the Savers Credit for 2019 based on your contributions to a traditional or Roth IRA. Claiming this nonrefundable tax credit may help you reduce your tax bill and give you an incentive to save for retirement. For more information, visit irs.gov

David Lerner Associates News

Savings are Up

9 Jul 2020 -

While the pandemic has influenced the economy both in the U.S. and abroad, surprisingly, many folks have found themselves saving more than ever before.


Form CRS: Helping You Understand the Financial Professional Relationship

2 Jul 2020 -

A new requirement by the Securities and Exchange Commission (SEC), the form is designed to help you clearly understand the nature and cost of services you receive from your financial professional.


The Future of College

25 Jun 2020 -

For students and colleges alike, the coronavirus lockdown has caused a massive disruption in the financial “norm” of higher education


Retirement Planning Information

Retirement Hit Hard

7 Jul 2020 -

This year, COVID-19 decimated the economy, and research shows 21 percent of people anticipate the crisis will deliver a severe blow to their retirement blueprint.


Social Security and Coronavirus

29 Jun 2020 -

Boomers and those who receive Social Security could be concerned about receiving their monthly checks given the economic downturn due to the coronavirus.


Dipping into Retirement

25 Jun 2020 -

Even before the current pandemic, many folks were worried that they were unable to afford to retire and might have to keep working later in life


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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