David Lerner Associates Newsroom

Featured Story

7 Mar 2019 -

It’s time for March Madness! It’s also tax season. By now you should have all your tax documents collected and ready to go.

David Lerner Associates News

Improving America’s Personal Finances

25 Mar 2019 -

Whether you're playing catch up on retirement savings, working to eliminate debt, or building wealth, it pays to be financially savvy and to have your personal finances in order


Enhanced Financial Counseling for Young Adults

20 Mar 2019 -

Recently, Congress voted on a bill that would improve financial counseling for student borrowers — online or in-person sessions for any student with a federal loan or a grant. 


4 Tips for Success in 2019

18 Mar 2019 -

If you want success, you have to be able to define exactly what you’re aiming for, or you’ll never know if you have achieved your goals. So what constitutes success and how do you measure it? 


Retirement Planning Information

3 Things You Should Know About a 401(k)

22 Mar 2019 -

Saving for your retirement is one sure-fire way to keep your mind at ease when the time comes to pack up at the office and head home from your last day of work.


Taxes and Your Future

15 Mar 2019 -

Knowing what taxes you have to pay affects your financial future. The recently approved Tax Cuts and Jobs Act (TCJA) has some significant reforms and these include changes for retirees


Do You Need to Retire?

14 Mar 2019 -

Many people become depressed when they retire completely. Studies show that the likelihood that someone will suffer from clinical depression goes up by about 40 percent after they’ve retire


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


  • Events & Appearances

3/30/2019 - 3/31/2019:

Long Island Spring Show

4/3/2019 5:00 PM - 7:30 PM:

Jersey Shore Biz Fest 2019

4/5/2019 10:00 AM - 4/7/2019 6:00 PM:

Capital Region Spring Home Show

  • Press Contacts

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