David Lerner Associates News

Is the U.S. Economy in a Recession?

4 Aug 2022 -

Some current indicators that suggest strength or weakness in the U.S. economy.

How to Make More of Your 401K

25 Aug 2022 -

A 401(K) is one of the most used vehicles for saving for retirement. If you are an employee, putting money in your 401(K) is one of the best ways to start your retirement plan.

Retirees Heading for a New Career

2 Aug 2022 - According to a survey by the American Institute for Economic Research, some 29 million American over the age of 45 have changed careers.

The Homebuyer Conundrum

9 Aug 2022 -

One of the things many retirees have on their list to to-do's is where to retire and in what type of home.

2019 IRA Contribution Deadline Has Been Extended

28 May 2020 -

Making a last-minute contribution to an IRA may help you reduce your 2019 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you may also be able to claim the Savers Credit for 2019 based on your contributions to a traditional or Roth IRA. Claiming this nonrefundable tax credit may help you reduce your tax bill and give you an incentive to save for retirement. For more information, visit irs.gov

A Message from Our President

18 Mar 2020 -

Coronavirus Update: Information about the steps David Lerner Associates is taking to provide uninterrupted service to our clients.


National Save for Retirement Week

21 Oct 2019 -

National Save for Retirement Week is October 20-26. This would be a good time to take stock of your current retirement plans

How to Build Wealth

14 Feb 2018 -

Building wealth is entirely under your own control. All it takes is smart decisions and breaking bad habits.

Financial Goals for the New Year

19 Jan 2018 -

As we enter 2018, many Americans are taking stock of their accomplishments for the past year and setting goals for the coming 12 months.

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