David Lerner Associates News

Preparing for Long-Term Care

13 Jul 2022 -

Retirement should be about enjoying the years you have left without worrying about money or the ability to take care of yourself.

Basics of Personal Finance

10 Dec 2021 -

Personal finance tips abound on the internet, and it can be difficult to sift through the noise sometimes.

Home Ownership in Retirement

29 Jul 2022 -

Homeownership is a central part of the American Dream. 

Savings Trends

22 Jul 2022 - Americans have been saving less and less in the past year.

Millennials Want a Different Kind of Retirement

25 Jul 2022 -

While most Americans dream of a quieter, comfortable retirement doing not very much, Millennials have a different vision.

Enjoying your Retirement

20 Jul 2022 -

Enjoying your retirement relies heavily on whether or not you can positively live your life and minimize any distractions.

High School Graduates College and Career Plans Disrupted

18 Jul 2022 -

Fifteen million plus young Americans are graduating high school and making plans for their future

New Generations and Financial Literacy

15 Jul 2022 - Boomers and Gen X were complaining about Millennials up until not that long ago.

Inflation, Market Instability, What to Do?

11 Jul 2022 -

Market instability is nothing new — there have been ups and downs over the years.

How to Plan for Early Retirement

6 Jul 2022 -

You may not have any plans to retire early but bear with me. Life is one of the most uncertain activities we participate in. 

Student Loan Strategy for Recent Graduates

6 Jul 2022 -

Many American families are celebrating the graduation of their offspring at this time of year.  

Women Entrepreneurs

5 Jul 2022 -

We’ve all heard that the gender pay gap and the gender wealth gap are serious problems — and they certainly are.

Early Retirement, “Unretiring” and Medicare

27 Jun 2022 -

After the pandemic, there was a worldwide rethinking of priorities and many people decided to turn in their work days for early retirement.

Vacation Safety Tips

24 Jun 2022 - If you are planning on a summer vacation then there are some things you’ve probably already thought of in terms of staying safe — sunscreen, lifejacket, bug spray, etc.

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. 

Is There a Recession on the Way?

20 Jun 2022 - The world has taken a battering over the last few years. The covid pandemic ran riot and devastated businesses

Fathers Day Legacy

17 Jun 2022 -

It has been a tough few years for many Americans and for a lot of families, parents have been having to home school their kids during a pandemic and deal with a huge amount of stress.

Downsizing Tips

15 Jun 2022 -

Many older Americans are considering making a change to the way they live as they stop working.

Are Retirement Savings on the Chopping Block?

13 Jun 2022 -

America is experiencing an inflationary period not seen since the 1980s.

Ways to Save for Summer Vacation

8 Jun 2022 -

Summer is around the corner again and it’s possibly time to start thinking about swimsuits and sunny getaways.

  • Connect With Us