David Lerner Associates News

Retiring in Phases

6 Jan 2023 - Retirement is a huge step–it involves so many changes in your lifestyle. 

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.

What is Hybrid Life Insurance?

14 Feb 2023 -

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

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.

Small Business Development Centers and the Economy

15 Mar 2023 -

Small businesses in the US generate 44 percent of the economic activity in the country.

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.

Global Money Awareness Week 2023

20 Mar 2023 -

Global Money Week (GMW) is an annual international awareness-raising campaign that takes place in over 175 countries

The Importance of Credit Education

16 Mar 2023 -

Observed in the United States every year in March, this event aims to raise awareness about the importance of credit education and financial literacy.

Creating Your Own Operation London Bridge

13 Mar 2023 -

"London Bridge is down." The plan, known as Operation London Bridge, laid out in exacting detail how the ensuing days would unfold.

New IRS rules: Venmo and PayPal

10 Mar 2023 -

The way we move money differs from the way things were done a decade ago.

Teaching kids about finance

8 Mar 2023 -

Finances shouldn’t be something that you wait until you are in your twenties to learn about.

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.

Teenagers earning money

2 Mar 2023 -

America has always had an entrepreneurial spirit and the youth of today continue that trend.

Gen Z and millennials less likely to bank with credit unions

3 Mar 2023 -

Younger Americans are making different choices when it comes to banking.

Honey, They Shrunk the Groceries

28 Feb 2023 -

Have you noticed that packages are smaller at the grocery store?

Should You Borrow Money in a Recession?

22 Feb 2023 -

When times are tough and money is tight, consumers are left searching for ways to get a bit more income.

How Much Should You Contribute to Your Roth IRA?

20 Feb 2023 -

Deciding to save for retirement today could help you have a more secure future.

How Much Money Should Be in Your Emergency Fund?

17 Feb 2023 - According to a 2022 Bankrate survey, more than half of Americans don’t have enough savings to cover a $1,000 emergency.

Tips for Using a Credit Card Responsibly

15 Feb 2023 -

Credit cards aren’t just for shopping.

Why Personal Finance Is Important?

13 Feb 2023 -

When someone mentions personal finance, you probably think of budgeting and trying to pay off debt. But it goes beyond that.

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