David Lerner Associates News

The Financial Habits of Super Savers

6 Oct 2022 -

A new study has found that the group referred to as “super-savers” is right on track with their retirement savings plans.

Americans Experiencing More Financial Stress

22 Aug 2022 -

More than half of Americans (58 percent) believe we are already in a recession and financial stress is still in negative territory.

College Savings for Your Child

28 Nov 2022 -

Saving money for your child’s college is a way to try and guarantee them a better lifestyle as they age.

When to Switch Medicare Plans

25 Nov 2022 -

If you have a Medicare plan then you have a few months to make a change.

Are Retirement Accounts Protected from Creditors?

23 Nov 2022 - One reason to focus on clearing debts before you retire is the worry that creditors may see retirement accounts as the money, they could garnish them.

Are retirement accounts marital property?

21 Nov 2022 -

Ending a marriage can be a very painful experience. Years spent married to another means you also gather financial responsibilities together.

College savings in America

18 Nov 2022 -

Saving for college is something that affects people all over the country and across age groups.

Most tax-friendly states for retirement 2022

16 Nov 2022 -

Retirement is a time in your life that should be free from worry and stress. 

Your Emergency Fund Will Be Even More Important In 2023

14 Nov 2022 -

As inflation pressures continue to weigh on the U.S. economy, your emergency fund just got promoted to “stat” status.

Strategies to Save More In 2023

11 Nov 2022 -

Saving money is such a simple concept: Spend less than you earn and put the difference in a savings account.

The Most Important Moves in Retirement Occur in Your 50s

9 Nov 2022 -

For most Americans, retirement is something that will happen “one day.” But that “one day” becomes a lot more real the decade before you retire.

Women Entrepreneurs in the US

7 Nov 2022 - Five decades ago, the idea of a female entrepreneur running her own business would have seemed ambitious at best. 

Should I Purchase Life Insurance with an LTC Rider?

4 Nov 2022 -

November is National Long-Term Care Awareness month. 

How to Keep Savings on Track Despite Inflation

3 Nov 2022 -

If you’ve noticed that your grocery bill has increased despite purchasing the same amount of food that is more expensive than it was last year, you’re witnessing the outcomes of the country’s latest inflation surge.

How to Plan a Retirement Budget

31 Oct 2022 - The cost of living plays the biggest role in how far you can stretch your retirement income.

Money Management Causes Stress and Anxiety

28 Oct 2022 -

No matter what stage of life you’re in, you need to be sure that you have control of your money, or it will soon control you.

Plan Your Retirement Savings According to Your Individual Needs

26 Oct 2022 -

Each person is an individual with very specific needs and desires. Just look around you and you can easily see that this is true. 

The Financial Aspect of Intergeneration Month

24 Oct 2022 -

The purpose of this awareness month is to encourage people of all ages to connect with others from different generations.

Get Smart About Credit Day

20 Oct 2022 - National Get Smart About Credit Day on the third Thursday in October promotes learning about good credit every year. 

Women in Business

19 Oct 2022 -

The third week of October is National Businesswomen’s Week.


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