Running Club and David Lerner Associates Donate Funds to Police Family
The Greater Long Island Running Club and David Lerner Associates joined forces once again on January 19th to provide a stipend of $3,000 to the family of Nassau County Police 8th Precinct Police Service Aide, Catherine Jurgens....
Navigating Tax Identity Theft Week in February
The genesis of Tax Identity Theft Week lies in the escalating sophistication of identity theft in the digital age. The digital era has birthed not only convenience but also vulnerabilities, with cybercriminals devising intricate methods to exploit financial identities. According to the FTC, identity theft ranks...
Financial Self-Care: Prioritizing Your Well-being in 2024
Welcome to a new year, a fresh chapter where your financial well-being takes center stage. As per PwC's 2023 Employee Financial Wellness Survey, stress levels are increasing, with more and more Americans finding it challenging to meet monthly household expenses. Escalating concerns like student loan debt,...
Investment Strategies for the New Year: What to Watch Out For
With the commencement of the New Year, you've likely crafted a list of resolutions for 2024. Yet, these aspirations often fade into the background as the months unfold. To break this pattern, particularly concerning personal finances, and setting investing strategies in advance is crucial....
Rebuilding Finances after Unexpected Expenses in 2024
The Great Reset: Rebuilding Financial Health After Unexpected Expenses 2024 Life has a way of throwing unexpected curveballs, and when it comes to your finances, unforeseen expenses can be particularly challenging. 2023 has been a challenge for many Americans. The cost of living crisis and inflation caused...
Navigating the Post-Pandemic Economy: Smart Financial Moves Ahead
As the world continues to recover from the effects of the pandemic, the economic landscape is evolving, presenting both challenges and opportunities. Navigating the post-pandemic economy requires a strategic approach to personal finance. Whether you're an individual, a family, or a business owner, here are some smart...
Investing for the Future: Top Financial Trends and Opportunities in 2024
As we embark on a new year, the financial landscape is continually evolving, presenting investors with exciting opportunities and trends to explore. Staying ahead of the curve requires a keen eye for emerging developments and a strategic investment approach....
Millennial Money: Building Wealth in Your 30s and 40s
Building Wealth and Financial Security in Your 30s and 40s “As millennials navigate the unique financial landscape of their 30s and 40s, Martin Walcoe, President & CEO of David Lerner Associates, emphasizes the paramount importance of building wealth and securing financial stability. This pivotal stage in...
Retirement Ready: Essential Steps for 2024 Financial Future
Ensuring a Comfortable Financial Future Retirement symbolizes a new phase in life—an era to relish the rewards of hard work and explore personal interests. "To secure a comfortable financial future in 2024 and beyond, it's crucial to take steps toward preparing for retirement," highlights Michael Norton, Senior...
10 Strategies to Supercharge Your Savings in 2024
As we start a new year, it's a good idea to review our financial goals. This will help us plan for a safer and more successful future. Here are ten strategies for 2024 to enhance your savings, whether it's building an emergency fund, saving for significant...