David Lerner Associates Newsroom

Featured Story

19 Jun 2018 -

The end of the school year is upon us and a new generation of graduates will be preparing to enter the workplace. With a new chapter of their lives just around the corner, new financial responsibilities are a potential concern too.


David Lerner Associates News

Financial Planning for Small Business

18 Jul 2018 -

There is a lot of conflicting advice out there for the aspiring entrepreneur. Hopefully, these financial planning tips will help you navigate the journey of self-employment:

Simplifying Your Finances

16 Jul 2018 -

Feeling overwhelmed by how complex dealing with finances seems? This can result in a lack of key activity for your financial wellness in the future

Smart Money Habits of Millennials

12 Jul 2018 -

Studies suggest that even with greater financial burdens from economic uncertainty and student loans, Millennials lag behind in basic financial education


Retirement Planning Information

Retirement with Your Partner

13 Jul 2018 -

Make sure that you're able to retire comfortably with your partner, spend time doing the things that make you happy and not have to count every penny.

Tips for Retirement Saving

25 Jun 2018 -

The Bank Rate Financial Index shows that twenty-two percent of Americans say failing to save for retirement is their worst financial blunder.

The Semi-Retirement Option

22 Jun 2018 -

Semi-retirement might be the right move for many as they head into their golden years Only a quarter of Americans plan to completely retire.. 


Women's Financial Literacy

Age and the Financial Gender Gap

14 Jul 2018 -

While younger women are getting more financially literate, some of the older generation, especially Boomers, are not as confident with their finances as they should be.

What is Financial Literacy?

4 Jul 2018 -

If you're not sure what financial literacy is, you're not alone. Many Americans are unable to define what it is

Women in Small Business

6 Jun 2018 -

Women-owned companies are growing much faster than every other segment of new business in our economy. 

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