David Lerner Associates News

Why Financial Literacy is More Important Than Ever

4 Apr 2022 -

April is Financial Literacy Month.  What exactly is financial literacy and why is it important?

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.

Next steps: Beyond Financial Literacy

16 May 2022 -

Understanding financial basics is just the first step — practicing healthy financial habits will help you win with your money in the long run.

How to Prepare Your Finances for an Emergency

13 May 2022 -

One thing in life that you can be sure of is unpredictability

How to Plan for Financial Stability During Retirement

11 May 2022 -

The goal of retirement is to enjoy the fruits of your labor.

Teens Feel Unprepared to Finance Their Futures

9 May 2022 - The last two years have created uncertainty and anxiety for many Americans. 

1 in 5 Older Americans Believe this Retirement Myth

6 May 2022 -

According to a Fidelity Investments survey, many older Americans subscribe to the belief that financial advisors would suggest using 10 to 15 percent of their retirement funds each year.

Inflation Threatens Small Business Recovery

4 May 2022 -

The American economy has been recovering from the effects of the pandemic.

Small Business in America and the Great Resignation

2 May 2022 -

National Small Business Week is celebrated during the first week of May every year

Is the Russia-Ukraine War a Threat to the Global Economy?

21 Apr 2022 -

Before Russia stunned the world by invading Ukraine, it was widely believed that the economic ties formed through globalization would help promote peace.

Financial Literacy Required for Graduation in Many States

27 Apr 2022 - According to the 2022 Survey of the States conducted by the Council for Economic Education. 47 states offer some form of personal finance education in their curriculum.

Retirement and Debt

25 Apr 2022 -

Retirement is something that should be enjoyed, not dreaded. As you age you find out that there are certain things that are more important than others.

College and a 529 Plan

21 Apr 2022 -

Costs are rising. We are seeing inflation hit record highs and the cost of living is soaring around the world

Retirement and Taxes

20 Apr 2022 -

When you retire you need to keep in mind that you still need enough money to live comfortably for the rest of your days.


14 Apr 2022 -



How Rising Costs Will Affect Retirees

29 Apr 2022 -

Inflation is at the highest rate in 40 years. Millennials born after 1990 are experiencing rapid inflation for the very first time

Financial Literacy Games for the Whole Family

18 Apr 2022 - Making sure that your kids are well taken care of and have the best possible opportunities and education is a top priority for all parents

How Much Do You Need to Save for College?

15 Apr 2022 -

Saving for college is not as easy as it sounds. Being able to set money aside for your kids to attend school isn’t as simple as setting up a savings account and putting any extra cash left over at the end of the month into it.

How to Decide Where to Retire

11 Apr 2022 -

Retirement is a long road. It begins early on in your life when you start to plan for years you can’t even imagine fully yet.

Financial Advice for Everyone

13 Apr 2022 -

Financial Planning isn’t just for the rich.

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