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

The Future of Millennials’ Finances

5 Dec 2018 -

Millennials could take a lesson from Baby Boomers when it comes to financial advisors and planning for the future.


Medicaid and Long-Term Care

1 Dec 2018 -

10,000 Baby Boomers are turning 65 every day from now until 2030. The future costs of long-term care should be a top concern for soon-to-be retirees. 


Mortgage Rates and Millennial Home Ownership

29 Nov 2018 -

Millennials constitute the largest segment of new homeowners in the country.and they're impacting the housing market in a big way. 


Retirement Planning Information

Setting Retirement Goals

23 Nov 2018 -

If you’re nearing retirement age, then you will be thinking about the next chapter in your life. Before you hit the age of 65, you’ll want to be prepared


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


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