David Lerner Associates News

Learning the Value of Money

3 Jul 2018 -

Much work has gone into raising financial IQs around America  - all aimed at helping consumers learn to better manage their personal finances.

Financial Literacy and the Future

2 Jul 2018 -

Almost two-thirds of Americans cannot calculate interest payments correctly. About 33% said they would not even know how to try and calculate it at all.

College Expenses and Debt

29 Jun 2018 -

if your high school graduate is looking to embark on a college education, there are some things you should probably consider.

Money, Stress, and Your Health

27 Jun 2018 -

Americans are dealing with more stress every day. Money is one of the highest stress factors for people.

Tips for Retirement Saving

25 Jun 2018 -

The Bank Rate Financial Index shows that twenty-two percent of Americans say failing to save for retirement is their worst financial blunder.

The Semi-Retirement Option

22 Jun 2018 -

Semi-retirement might be the right move for many as they head into their golden years Only a quarter of Americans plan to completely retire.. 

Home Ownership and Millennials

20 Jun 2018 -

Millennials, as they become young adults, are embracing one of the most stable pillars of the American dream: homeownership.

Financial Tips for Graduates

19 Jun 2018 -

The end of the school year is upon us and a new generation of graduates will be preparing to enter the workplace. With a new chapter of their lives just around the corner, new financial responsibilities are a potential concern too.

Rent-Burdened American Families

14 Jun 2018 -

Demand for rental properties has increased across age and socio-economic groups since 2008 resulting in more rent-burdened families in America. 

Are Baby Boomers Ready to Retire?

11 Jun 2018 -

Boomers’ confidence in their financial situations is at its lowest since 2011. Just 43% feel that they are happy with how things are going.


Is College Worth it?

10 Jun 2018 -

At a top-level American college, the fees of attending coupled with costs associated with living easily add up to around $60,000 every year

Retirement and Marriage

8 Jun 2018 -

There's a rising trend in what is fast becoming known as “grey divorce” which describes a couple divorcing after 50.

Women in Small Business

6 Jun 2018 -

Women-owned companies are growing much faster than every other segment of new business in our economy. 

Money Shouldn’t Ruin Your Marriage

5 Jun 2018 -

Many Americans find themselves in a position where they are getting divorced because of arguments about money.

Long-Term Care: Things to Consider

3 Jun 2018 -

The older population in 2030 is projected to be twice as large as in 2000, growing from 35 million to 71.5 million

Preventing Investment Fraud

1 Jun 2018 -

Financial fraudsters use effective tactics to get people to part with their money. If you don’t know what they are, you could fall prey to an investment scam.

Parents, Kids and Money

30 May 2018 -

Making sure your kids are well taken care of and have the best possible opportunities and education is, of course, what all parents want.

Retirement and Planning Together

28 May 2018 -

If all goes according to plan after a lifetime together you get to enjoy retirement in your golden years.

Money, Marriage, and Honesty

26 May 2018 -

Couples fight more about money than they do about anything to do with the bedroom, according to a Money Magazine survey 

Everyone Needs an Estate Plan

24 May 2018 -

Approximately 55 percent of American adults do not have a will or other estate plan in place and, believe it or not, you have an estate.

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