David Lerner Associates Newsroom

Featured Story

4 May 2018 -

May is Older Americans Month. More than half of all Americans have absolutely nothing saved for retirement and just 35% have under $1,000 or just a few hundred dollars set aside.


David Lerner Associates News

Marriage: A Real Investment

23 May 2018 -

In the 1960s, 75% of American adults were married, whereas today we find that only half of the population in the United States are getting hitched.

27th Annual David Lerner Associates Long Island Police Appreciation Run Announced

22 May 2018 -

This annual charity event sponsored by David Lerner Associates supports Long Island police officers and their families during times of crisis.

The Cost of Fast Cash

18 May 2018 -

Making sure that you are financially stable is no easy task and many Americans find they don't have the funds needed in an emergency.


Retirement Planning Information


28 Mar 2018 -

There are many unknown factors when it comes to saving for your retirement. It can be a guessing game, especially when you don’t have the knowledgeable guidance of a financial professional.

What is Your Retirement Number?

27 Mar 2018 -

When it comes to calculating how much money you'll need for retirement, numbers can be tricky, but concepts are a lot easier to manage

Retirement for Baby Boomers

26 Mar 2018 -

There are 76 million Baby Boomers in the United States, and more than 40 million of whom are already age 65 or older.  These Baby Boomers will retire at a rate of 10,000 per day for at least the next 15 years.


Women's Financial Literacy

Financial Literacy for Kids

14 May 2018 -

What are we teaching our kids with regard to financial habits? Or rather, what examples are we setting for them by way of our own financial behaviors?

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.

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