David Lerner Associates News

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.

America’s Women in Business Excel

18 Oct 2018 -

Started in 1928, National Business Women's Week recognizes women who have been the cornerstone of working in business in the past and examines how far women in business have come.

The Growing Need for Long-Term Care

6 Nov 2018 -

The future costs of health care in general, and in some cases long-term care, should be a top concern of current and soon-to-be retirees.

Choosing Your Retirement Age

10 Oct 2018 -

The age that you retire at is a personal decision and depends upon many factors. Here are a few things to take into consideration when it comes to figuring out your retirement age:


The College Debt Crisis in America

12 Oct 2018 -

Spiraling student loan debt is creating a big barrier to the financial success of a generation of Americans. By the time they graduate, the average student debt is over $37,000. 


Best and Worst States to Retire

5 Oct 2018 -

Downsizing or moving out of state may offer a better quality of life and some states may offer a lifestyle with more advantages than you have right now. 

Choosing the Best Mortgage Option

3 Oct 2018 -

If you’re going to be applying for a mortgage loan, then researching what type of loan is best for you, and how each one works is very important

Ending Medical School Debt

28 Sep 2018 -

In a bid to make a sweeping change in the industry, New York University School of Medicine announced that from now on the institution would cover the tuition of all its students, regardless of merit or need

America, Mortgages, and Assets

1 Oct 2018 -

Americans have reached a landmark when it comes to property and equity for the first time in history. Never before have we been witness to this level of equity in our homes

Housing and the American Dream

10 Sep 2018 -

If you own your home in the United States, you are supposedly living the dream, but is the dream becoming a reality, or is it a nightmare of epic proportions?

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