David Lerner Associates Newsroom

Featured Story

18 Aug 2021 -

The pandemic accelerated many things like online shopping and working but it has also pushed folks to retire faster.

David Lerner Associates News

Preparing for College

1 Dec 2021 -

Pursuing a college education is something that can be a life-changing endeavor — a brand new chapter in your life.


Post-Covid Holiday Spending

29 Nov 2021 -

Despite covid variants causing some hesitance for many Americans and their holiday planning, retailers can look forward to an uptick in holiday shopping this year.


The Road to Financial Independence

26 Nov 2021 -

Although most of us agree we’d love to be financially independent, it seems to elude so many of us


Retirement Planning Information

Rethinking the Four Percent Rule for Retirement Withdrawals

3 Dec 2021 -

For many years retirees have been advised to take a four percent withdrawal from their retirement savings.


Middle Class Retirement Security in Peril

17 Nov 2021 -

Most Americans look forward to their retirement, but two recent studies warn that the middle-class vision of a comfortable retirement is under threat


Retirement affects Health

6 Oct 2021 - Retiring may not be all it’s cracked up to be — depending on how you view it.

Women's Financial Literacy

Honoring Working Women

20 Oct 2021 -

while there are many areas of business where women are taking the lead, recent reports show that the last year-and-a-half has taken a bigger toll on women than men


Women Need Life Insurance

7 Sep 2021 -

Whether single, married, employed, or a stay-at-home mom, women need life insurance. 


Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family, and plan for retirement. Financial literacy guides financial decisions


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