David Lerner Associates Newsroom

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

David Lerner Associates News

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.

Tax Identity Theft Week

30 Jan 2023 -

Tax Identity Theft Week happens every year and begins on the last Monday of January. 

Financial Planning Mistakes to Avoid in The New Year

27 Jan 2023 -

Financial planning entails setting specific financial goals, saving habitually, investing those savings in wealth-building assets, and protecting your assets.

Retirement Planning Information

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.

11 Retirement Planning Mistakes People Make in Their 20s and 30s

13 Jan 2023 -

The rate of adults ages 65+ who filed for bankruptcy more than doubled since 1991.

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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