David Lerner Associates Newsroom

Featured Story

14 Feb 2023 -

A hybrid life insurance policy is one way to protect yourself and your family.

David Lerner Associates News

Saving for College Tips

31 Mar 2023 -

Saving for college is crucial if you want to ensure that your kids or you personally have access to higher education without getting into excessive student loan debt.

Planning for Long-Term Care - Why It Matters

29 Mar 2023 -

If you’re still young and healthy, you may feel you have ample time before you need to worry about long-term care.

Longevity Literacy and Financial Literacy

27 Mar 2023 -

Longevity literacy and financial literacy are two important concepts that are becoming increasingly important today.

Retirement Planning Information

Cut the Costs of Retirement

24 Mar 2023 -

Retirement is a time when many people aim to live comfortably on their savings and pensions.

Longevity Literacy and Long-Term Care Insurance

22 Mar 2023 - As the world's population continues to age and life expectancy in America is higher than it used to be decades ago, people are becoming more interested in the science of aging.

Social Security in Your 60s

6 Mar 2023 -

Once you reach your 60s most people start to slow down. Retirement is almost upon you and it is time to enjoy the years you have left.

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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