David Lerner Associates News

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.

Form CRS: Helping You Understand the Financial Professional Relationship

2 Jul 2020 -

A new requirement by the Securities and Exchange Commission (SEC), the form is designed to help you clearly understand the nature and cost of services you receive from your financial professional.

Savings are Up

9 Jul 2020 -

While the pandemic has influenced the economy both in the U.S. and abroad, surprisingly, many folks have found themselves saving more than ever before.

Retirement Hit Hard

7 Jul 2020 -

This year, COVID-19 decimated the economy, and research shows 21 percent of people anticipate the crisis will deliver a severe blow to their retirement blueprint.

The Future of College

25 Jun 2020 -

For students and colleges alike, the coronavirus lockdown has caused a massive disruption in the financial “norm” of higher education

Social Security and Coronavirus

29 Jun 2020 -

Boomers and those who receive Social Security could be concerned about receiving their monthly checks given the economic downturn due to the coronavirus.

Finance Gaps

23 Jun 2020 -

The fight for pay equality has been one that made some significant leaps forward in the past years, but we are by no means on equitable footing just yet.

Dipping into Retirement

25 Jun 2020 -

Even before the current pandemic, many folks were worried that they were unable to afford to retire and might have to keep working later in life

What’s Next for America?

18 Jun 2020 -

The way we move forward from this pandemic into the rest of the year will dictate how soon we are all able to get back to business and plan for our future.

When Should You Retire?

15 Jun 2020 -

If you want to know what age to retire, you should figure out when you want to retire, and try and figure out how much time you have and how much you must save.

Teaching Your Kids about Financial Literacy

11 Jun 2020 -

In addition to finding new board games and letting them play Fortnite all day, why not take this opportunity to share some knowledge with your children about financial literacy. 

Coronavirus, Small Business, and Government

8 Jun 2020 -

The SBA (U.S. Small Business Administration) is one of the key programs created by Congress to help small businesses and their workers get through this crisis, but it is almost out of cash.

Retirement after Coronavirus

5 Jun 2020 -

Since the coronavirus hit, 54 percent of adults surveyed in the United States say they’d like to continue working in retirement.

Coronavirus: How to budget

4 Jun 2020 -

If you are having to stretch your finances during the coronavirus pandemic you may want to work out a tight budget  

Investment Fraud in America

21 May 2020 -

The FTC (Federal Trade Commission) estimates that millions of Americans are victims of consumer fraud each year. Older investors are a favorite target of fraudsters who focus on investments.

Boomers Staying Connected

19 May 2020 -

The Coronavirus crisis has affected millions, but Boomers have been hit harder in more ways than one. Staying connected is more important than ever.

The COVID Effect

14 May 2020 -

The devastating impact of the coronavirus has people wondering how they are going to get through the year and what the future holds. 

Social Security and Coronavirus

11 May 2020 -

According to the SSA and the IRS, the monthly Social Security payments will continue as normal but there will be one change.

Older Americans Month in May

7 May 2020 -

May is the national observance of Older Americans Month, but this year due to the coronavirus many older Americans will be at home. 

  • Connect With Us