David Lerner Associates Newsroom

Featured Story

6 Nov 2018 -

The future costs of health care in general, and in some cases long-term care, should be a top concern of current and soon-to-be retirees.

David Lerner Associates News

Money and Convenience

12 Nov 2018 -

If you’re prioritizing convenience and immediate satisfaction by eating into your future financial stability, you could be shooting yourself in the foot.


Budgeting for Your Future

7 Nov 2018 -

Without an accurate understanding of what your monthly and annual expenses are you’re not able to plan efficiently for your future.


The Growing Need for Long-Term Care

6 Nov 2018 -

The future costs of health care in general, and in some cases long-term care, should be a top concern of current and soon-to-be retirees.


Retirement Planning Information

The Life Insurance Retirement Plan

5 Nov 2018 -

Despite the new tax plan, many Americans are still looking for ways to save on taxes and increase income in retirement


Debts to Pay Off Before Retirement

26 Oct 2018 -

If you’re one of the very few Americans who are completely debt-free, then congratulations, and read no further. However, if you’re like the rest of us, then this applies to you


How Much Do You Need to Retire?

22 Oct 2018 -

It's National Save for Retirement Week is the perfect time to calculate how much money you need to live on -- not just survive, but live the way you would want to in retirement.


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


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  • Press Contacts

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