David Lerner Associates News

Financial Wellness and Your Retirement

22 Jan 2019 -

62% of Americans reported money was a significant source of stress in their lives. Money plays a critical role in our lives, and not having enough of it impacts health as well as performance.

David Lerner Associates Consolidates New Jersey Offices to Enhance Customer Service and Efficiency

17 Jan 2019 -

As of Friday, January 18, the company’s office in Teaneck will be merged into its newly renovated office in Lawrenceville. To ensure a seamless transition, all phone numbers will remain the same.

Building Wealth One Step at a Time

16 Jan 2019 -

Wealth is not something that happens haphazardly - building wealth takes time and has to be done carefully, deliberately, and strategically.

Debt and Your Retirement

14 Jan 2019 -

Debt can ruin a retirement, especially for women. Here are some debts that need your attention before your retirement day arrives

7 Ways to Increase Net Worth

11 Jan 2019 -

Understanding what your net worth is and how you stack up against others in your age group will help you gauge how much you can spend versus save on an annual basis.

529 Plans and Quality Education

9 Jan 2019 -

A 529 plan just got more interesting. New laws have made it possible to use the money in a 529 plan to pay for a K-12 private school in certain states

Planning Your Financial Wellness for the Future

7 Jan 2019 -

We all want what is referred to as Financial Wellness - a healthy overall financial picture and the resulting quality of life

The Cooling Real Estate Market

31 Dec 2018 -

Higher costs are making a dent in the demand and creating a cooling real estate market. Mortgage applications fell to a four-year low recently

Get Your Finances in Order for the New Year

2 Jan 2019 -

If you haven’t gotten your finances in order, now’s the time to do it. Only 28% of Americans are considered “financially healthy” while more than half (55%) are just coping.

Millennial Savings

28 Dec 2018 -

More than 60 percent of Americans have less than $1,000 in their savings accounts, and 21 percent don’t even have a savings account. Millennials are doing better than average.

Interest Rates to Increase in 2019

26 Dec 2018 -

The Federal Reserve recently increased interest rates by a quarter point and the rate hike is set to increase even further- possibly three more times in 2019.

Identity Theft - Don’t Get Swindled

24 Dec 2018 -

Identity theft is on the rise, and Americans are in more danger than ever before. Account takeovers have increased 61 percent since 2015 and resulted in $2 billion in losses.

Holiday Season Spending

15 Dec 2018 -

The holiday season is here! It's a time for giving but unless you monitor your spending and credit card activity, there are some costly blunders that can be made.  

Financial Stability and the Next Recession

19 Dec 2018 -

What can be done to weather another potential downturn?  Here are some things that may help in a financial storm

Massive Wealth Transfer Ahead

21 Dec 2018 -

As the Boomer generation moves towards retirement, the next three decades are going to see a shift in generational wealth the like of which the United States has never seen

Fewer Americans Retiring Broke

17 Dec 2018 -

The number of people in the United States retiring with less than $10,000 saved has dropped 13 points from 55 percent to 42 percent. 

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.

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