David Lerner Associates News

Women Need Life Insurance

7 Sep 2021 -

Whether single, married, employed, or a stay-at-home mom, women need life insurance. 

New Federal Rules for Rollover 401k

3 Sep 2021 - New regulations seek to prevent advisors from receiving payments from third-party investment companies that create conflicts of interest when dispensing 401K rollover guidance.

Americans are Saving More

1 Sep 2021 -

Americans over the age of 18 now have 10 percent more saved than the previous year. They have an average of $65,900 in savings compared with $59,737 the year before.

3 Tips to Retire with More

31 Aug 2021 -

The Federal Reserve says that 64 percent of Americans don’t think their savings are on track or are worried about whether they will have enough saved for retirement. 

College Trends in 2021

24 Aug 2021 -

The college experience trends are different from what they used to be because protocols have had to be put in place to safeguard staff and students alike.


Prices After COVID

20 Aug 2021 -

There have been massive price increases across the board as a result of the Pandemic. Experts suggest prices should stabilize once we return to normal, but it will take time.

Retirement Trend Reversed

18 Aug 2021 -

The pandemic accelerated many things like online shopping and working but it has also pushed folks to retire faster.

Younger Americans Feeling Financial Stress

16 Aug 2021 -

Statistics show that Millennials are way behind previous generations when it comes to money matters and their retirement could be at risk.

Personal Finance Tips for Singles

29 Jul 2021 - Being single comes with many benefits, but also with its own set of responsibilities. There’s no-one but yourself to hold you accountable,

Post COVID Dating and Finance Tips

27 Jul 2021 - People have been socially isolated for so long, there may be a feeling of anxiety connected with getting back out into the world. 

Your Finances in an Unstable World

23 Jul 2021 - In the wake of these unstable and volatile circumstances, it is to be expected that people will feel uneasy when it comes to financial matters. 

Three Reasons to Retire Early

21 Jul 2021 - Once you hit a certain age and your kids have flown the nest, it's time to evaluate the next step is. Retirement might be the key to your happiness. 

Finances in Your Twenties Versus Thirties

18 Jul 2021 -

Whether you're in your 20s or your 30s you still have to think about your later years. Saving is a necessary part of achieving financial freedom.

The Remote Work-cation

15 Jul 2021 -

Out of the fire rose a phoenix, a new breed of a corporation, and a brand-new mindset for both employees and entrepreneurs — the hybrid workplace.

Gender Gaps in Finances and Retirement

13 Jul 2021 -

Women make less money over the course of their careers than men — for every dollar that American men make on average, women make about 80 cents.

Life Expectancy and Your Retirement

8 Jul 2021 -

Life expectancy in the United States was 78.7 years when we entered the pandemic. There has been a 0.08% increase from 2020 rising to 78.99 years on average. 

The Brave New Tech World

6 Jul 2021 -

Why should individuals be concerned about large companies being targeted? Well, think about the data that these companies store. 

Online School Causes Stress

1 Jul 2021 -

84 percent of remote students felt exhausted, suffered from headaches, insomnia, or other stress-related complications.

Retirement Rush

29 Jun 2021 -

The idea of going back to work at all, after lounging about in comfortable gym gear for a year, is enough to shelve the idea of working through to 70

How to Get Help This Year

24 Jun 2021 -

The American Rescue Plan Act of 2021 has granted an extension of those benefits up to September 6, 2021for people already receiving unemployment. 

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