David Lerner Associates News

What COVID Taught Us About Financial Literacy

6 Apr 2021 -

The fact that improving your financial education will increase your money management skills and set you up for a healthy financial future is undeniable.

Economy and Climate Change

14 Apr 2021 - Climate change may have some unexpected effects. A 2°C increase in temperature could cause the United States to lose about 0.5 percent of GDP.

The Property Question

8 Apr 2021 -

Dreaming of owning your own home is close to the heart of many American families. The problem is that it might not be the best thing to do anymore.

3 Financial Planning Tips for People in their 40s

29 Mar 2021 -

The generation caught between Boomers and Millennials, people in their 40s, have just as much need to plan financially. 

Financial Stability in a Post COVID World

26 Mar 2021 -

On a personal level, what can be done to keep your head above water — even in the most challenging of times? 

CARES, Coronavirus and your 401K

18 Nov 2020 -

As part of the Coronavirus Aid, Relief and Economic Security Act, (CARES) the federal government temporarily changed the rules on accessing retirement savings early. 

Your Physical and Financial Wellbeing in 2021

24 Mar 2021 -

With the COVID pandemic still in full swing, many folks in America are thinking about their physical and financial wellbeing.

Colleges Hit by Coronavirus

22 Mar 2021 -

The global pandemic has devastated students' plans for higher education and uprooted college plans across the board

Money Smart Week

11 Apr 2021 -

Being smart about money means you have fewer worries down the line because you are financially literate and can make educated decisions regarding your finances.

The Contactless Credit Economy

17 Mar 2021 -

Banks and retailers were already moving towards the cashless, contactless technology before COVID. Now cards that can be tapped at checkout are the trend.

Ways to Save in 2021

12 Mar 2021 -

Saving money this year might have to take a bit more aggressive approach than before. The pandemic has wrought mayhem on our economy and our lifestyles.

Moving in 2021

10 Mar 2021 -

If you are thinking about moving from where you currently live to a completely different area – you aren't alone.If you are thinking about moving from where you currently live to a completely different area – you aren't alone.If you are thinking about moving from where you currently live to a completely different area – you aren't alone.

Saving During Coronavirus

8 Mar 2021 -

People have been laid off or had wages cut, and businesses are in trouble all around the world. Even being able to retire has had to be rethought for many.

Business Travel and Coronavirus

26 Feb 2021 -

If any one industry has taken a hit more than the restaurant and entertainment industries, it’s the travel industry

Budgeting in 2021

23 Feb 2021 -

The unpredictability of 2020 has caused anxiety in many when it comes to money. Budgeting can give you peace of mind and an understanding of what is going on with your finances.

Retiring in 2021

22 Feb 2021 -

No matter where you retire this year, you can be sure that you’ll be spending a lot more time at home.

Retirement Snapshot 2020

30 Dec 2020 -

Retirement is showing different trends than previous years and the numbers make for a very interesting analysis.

Personal Finance Lessons from 2020

28 Dec 2020 -

Many people experienced financial woes this past year. 2020 certainly has been an interesting year, to say the least

Financial Tips for the New Year

20 Jan 2021 -

Since the New Year is often a time when we try to set new habits in motion, let’s take a look at some personal finance tips for 2021:

Planning Can Improve Your Financial Future

18 Jan 2021 -

Regardless of who holds the office of president there are things we can do. How we handle our personal finances will be more of a guarantee for financial stability in the future. 

  • Connect With Us