David Lerner Associates Newsroom

Featured Story

6 Jan 2023 - Retirement is a huge step–it involves so many changes in your lifestyle. 

David Lerner Associates News

Why Estate Planning is Important?

8 Feb 2023 - Estate planning is an important part of being financially stable for the long term.

Do You Have Insurance on Your Debt?

3 Feb 2023 -

Bills, taxes, and death are all part of life. But in the unfortunate event of your demise, the last thing you want to do is put that financial pressure on your family to cover your debt obligations.

7 Ways to Bulletproof Your Finances Ahead of a Likely Recession In 2023

1 Feb 2023 - Discussions about a looming recession have been making headlines for months, with no conclusion on what Americans can expect.

Retirement Planning Information

Gen Z Approach to Retirement

6 Feb 2023 -

Every generation has different ideas and expectations when it comes to work and retirement.

Nothing saved for retirement? What next?

20 Jan 2023 -

If you are in your late 40s, you may be concerned about your financial planning for your golden years

Buying a home in your 60’s

19 Jan 2023 - Even if you are in your sixties and retirement is just around the corner, it’s not too late to buy a house.

Women's Financial Literacy

Women in Business

19 Oct 2022 -

The third week of October is National Businesswomen’s Week.


Women’s Wealth Management is Growing in America

16 Sep 2022 -

There may still be a gap in wages and equity in the workplace but the face of wealth management in America is changing.

Women Investors are Ahead of the Game

22 Jun 2022 -

Wealth and income disparity between men and women in America is still a real concern with the gender pay gap and other factors affecting women and their finances. 

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