David Lerner Associates News

Planning for Retirement

14 Dec 2018 -

Until someone actually discovers the fountain of youth, we all have to face planning for retirement so we can finance our older years.

College Saving Increases

12 Dec 2018 -

If you have children, college is one of the major expenses that lies ahead. Many families are saving as much as they can, but for some, it’s not enough.

Can You Afford to Retire?

10 Dec 2018 -

According to data from the Bureau of Labor Statistics, households run by someone 65 and older spend an average of $45,756 per year. That works out to $3,813 every month.

The Future of Millennials’ Finances

5 Dec 2018 -

Millennials could take a lesson from Baby Boomers when it comes to financial advisors and planning for the future.

Medicaid and Long-Term Care

1 Dec 2018 -

10,000 Baby Boomers are turning 65 every day from now until 2030. The future costs of long-term care should be a top concern for soon-to-be retirees. 

Mortgage Rates and Millennial Home Ownership

29 Nov 2018 -

Millennials constitute the largest segment of new homeowners in the country.and they're impacting the housing market in a big way. 

How to Control College Debt

28 Nov 2018 -

Almost 12 and half million people in America have borrowed between $10,000 and $25,000 for their college education.

Setting Retirement Goals

23 Nov 2018 -

If you’re nearing retirement age, then you will be thinking about the next chapter in your life. Before you hit the age of 65, you’ll want to be prepared

A Major Change in How Credit Scores are Calculated

21 Nov 2018 -

If you’ve ever made a major purchase that required ongoing payments, then you’re familiar with the importance of your credit score, and how it can affect interest rates.

Managing Marriage & Money

19 Nov 2018 -

Research shows that 35 percent of people who are experiencing stress in their marriage say it's due to disagreements about money

Graduates and Their Finances

16 Nov 2018 -

As a new generation of graduates gets ready to enter the workplace new financial concerns take center stage.

Personal Finance Tips for Financial Planning

14 Nov 2018 -

Here are some tips to point you in the direction of smart personal finance decisions:


Money and Convenience

12 Nov 2018 -

If you’re prioritizing convenience and immediate satisfaction by eating into your future financial stability, you could be shooting yourself in the foot.

Budgeting for Your Future

7 Nov 2018 -

Without an accurate understanding of what your monthly and annual expenses are you’re not able to plan efficiently for your future.

The Life Insurance Retirement Plan

5 Nov 2018 -

Despite the new tax plan, many Americans are still looking for ways to save on taxes and increase income in retirement

Paying for College

29 Oct 2018 -

The cost of college has risen so much that it’s almost impossible for many young Americans to go to college without a loan. Today, one in every four Americans has student loan debt.

October is Financial Planning Month

25 Oct 2018 -

Every year, the month of October is designated as Financial Planning Month, and with the end of the year approaching, it is a good opportunity to review your finances and make or review your financial plan.

Debts to Pay Off Before Retirement

26 Oct 2018 -

If you’re one of the very few Americans who are completely debt-free, then congratulations, and read no further. However, if you’re like the rest of us, then this applies to you

Building Wealth One Step at a Time

24 Oct 2018 -

For most of us, wealth isn’t something that arrives on our doorstep unexpectedly. Here are some ideas to guide you on your wealth-building journey.


Millennials vs Boomers

22 Oct 2018 -

There is a tendency of older, “wiser” folk to dismiss the views of a younger generation. However, millennials may be able to teach Boomers some interesting lessons about how to manage money.

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