David Lerner Associates News

Emergency Funds in Uncertain Times

25 Aug 2020 -

in 2020, the world woke up one day, and we found we were living in strange and different times. We went from a historic, prosperous market to an economic shutdown overnight. 

Saving to Achieve Financial Freedom

25 Feb 2020 -

What exactly does financial freedom mean? Simply put, a situation where you don’t have to worry about how to pay for obligations and how to achieve financial goals.

A Guide to Financial Independence

5 Jul 2019 -

As you celebrate this year, take a moment to consider your own independence, which is closely tied to your financial situation.

What Does the Future Hold?

17 Sep 2020 -

So much changed so fast, and it’s hard to figure out what is going to happen next. How do you begin to get used to this new normal?

Summertime and Savings

5 Aug 2020 -

Even though it's been a strange summer,  there are still opportunities to loosen your purse strings -  weekend getaways, backyard barbeques, bottomless margaritas.

Tips for a Happy Retirement

15 Sep 2020 -

Retiring can have many effects, and relaxing isn’t the only thing you will be thinking about. Complete retirement leads to several issues you may not have thought of.

Valuable Documents and Estate Planning

10 Sep 2020 -

55% of Americans pass away without a will or an estate plan. Here are some of the affairs that should be kept in order before we are referred to as the dearly departed. 

How to Deal with Debt When a Loved One Passes Away

8 Sep 2020 -

A surviving spouse or children face more than just overwhelming emotions — they may also face the challenge of having to settle a loved one’s outstanding debts.


What You Need to Know about Life Insurance

3 Sep 2020 -

Death is inevitable and in preparation for that event day, life insurance is something that stands apart from other kinds of insurance. 

Forced Into Early Retirement

3 Sep 2020 -

Coronavirus has affected millions of older Americans. The unemployment rate for Americans over 55 jumped from 2.6 [rcent in January to a staggering 13.6 percent in April 2020

Marriage - Managing Coronavirus

1 Sep 2020 -

The coronavirus pandemic saw people sheltering in place all over the world and thrust into close proximity for long periods with their spouses.

Gap Year for College Kids

27 Aug 2020 -

Many folks are rethinking their plans for the coming academic year. Completed applications are down 45 percent compared to the same period last year.

What’s Next for Boomers?

20 Aug 2020 -

Boomers can be forgiven for thinking the world has gone mad, and retirement on a beach far away from all the mayhem might be the most appealing idea right now.

Unemployment and Credit Card Debt

18 Aug 2020 -

For those who aren’t taking advantage of federal and state benefits, it would make sense that credit cards could be the only alternative. 

Money and Relationships

6 Aug 2020 -

If you think that relationships are hard when life is “normal,” think about the many situations that are bringing the cracks to light in relationships around the world today.

Savings, Retirement, and the New Normal

4 Aug 2020 -

The CARES Act allows you to make penalty-free withdrawals of up to $100,000 from your retirement account if you meet certain qualifications related to the COVID-19 pandemic. 

Things to do During a Financial Downturn

28 Jul 2020 -

Weathering a storm of financial uncertainty will take a lot more than a stimulus check or a small business loan.

Summer Financial Tips

23 Jul 2020 -

There will be many opportunities to loosen your purse strings and revel in the much-missed freedom of a restriction-less summer.

The Future of College in the Pandemic

21 Jul 2020 -

The new school year is fast approaching, But with a pandemic thrown in to complicate matters, what will the future of college look like?

Virus Era Retirement

16 Jul 2020 -

We all have to figure out how to move into the future, whatever that may bring. If you have been planning to retire, this could be a very stressful time.

  • Connect With Us