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Avoiding Retirement Shock

20 Dec 2017 - More than half of Americans experience stress over their retirement. This is mainly because they face the uncertainty of what the future holds for them.

David Lerner Associates News

Financial Goals for the New Year

19 Jan 2018 -

As we enter 2018, many Americans are taking stock of their accomplishments for the past year and setting goals for the coming 12 months.

Financial Advice for Millennials

30 Dec 2017 - While career advice is important for all new graduates and young adults, money advice may play an even more important role.

Fraud and How Seniors Can Avoid It

27 Dec 2017 - The FBI says that older folks are easier targets and are more likely to have readily available funds due to life savings or nest eggs that are set aside.


Retirement Planning Information

Is Retirement Obsolete?

17 Nov 2017 - Times they are a-changing. Putting away money into a retirement annuity may not be enough anymore, and people are finding that they have to work longer than ever before.

Retirement Smart Millennials

25 Aug 2017 - Saving early and often is the key to long-term financial security. And Millennials are set to have a huge population of millionaires.

Rolling the Dice on Your Retirement

19 Aug 2017 - Gambling is a bad thing - unless done responsibly - as in done for entertainment purposes with money that you do not mind losing. There is no situation where a person would be ok with losing their retirement savings.


Women's Financial Literacy

Financial Literacy and Millennials

22 Mar 2017 - While Millennials are a generation that is exceptional in many ways - better educated than their predecessors, more ethnically diverse, and more economically active - according to studies they struggle with personal finance.

All about Mutual Funds

13 Mar 2017 - If you do not know about mutual funds, you might be inclined to run for the hills when you hear the term. But understanding mutual funds is essential if you have any interest in investing your money.

Understanding Your Finances

7 Mar 2017 - Understanding your finances comes down to understanding just a few key elements, definitions, and numbers that make up the sum total of your financial life.

  • Events & Appearances

2/17/2018 - 2/18/2018:

Fairfield County Home Show

2/22/2018 - 2/25/2018:

New Jersey Flower & Garden Show

2/23/2018 - 2/25/2018:

Suburban Home Show 2018

  • Press Contacts

    Jake Mendlinger
    Account Manager
    516.829.8374 X 232
  • Experts

    Martin Walcoe
    Executive Vice President
    David Lerner Associates
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