David Lerner Associates News

Why is Financial Literacy So Important?

23 Apr 2018 -

April is Financial Literacy Month, dedicated to increasing awareness of the need to support financial education programs and to helping educate the public on financial basics.

Financial Aid and Financial Literacy

18 Apr 2018 -

Whether you're a student  looking to obtain some financial aid or you're older and wiser, you should still be financially literate

Student Debt Strangling Success

9 Apr 2018 -

The younger folks that are entering adulthood need to be one step ahead if they want to succeed in today’s modern America.

Financial Literacy and Debt in America

4 Apr 2018 -

Financial literacy is an incredibly important part of modern life It's a technological world with new currencies like Bitcoin. Internet banking and credit cards are considered a normal part of life.



28 Mar 2018 -

There are many unknown factors when it comes to saving for your retirement. It can be a guessing game, especially when you don’t have the knowledgeable guidance of a financial professional.

The American Savings Crisis

26 Mar 2018 -

The situation is dire when one looks at the statistics: since the 1970s, our personal savings rate has fallen from 12% to just 3% today.

Increasing Financial Literacy

2 Apr 2018 -

If you were to take a basic financial literacy test, do you know how well you would score?

What is Your Retirement Number?

27 Mar 2018 -

When it comes to calculating how much money you'll need for retirement, numbers can be tricky, but concepts are a lot easier to manage

Retirement for Baby Boomers

26 Mar 2018 -

There are 76 million Baby Boomers in the United States, and more than 40 million of whom are already age 65 or older.  These Baby Boomers will retire at a rate of 10,000 per day for at least the next 15 years.

Americans Are Failing at Saving Money

23 Mar 2018 -

Americans are in the midst of a savings crisis. A massive 63% of Americans don’t have enough savings to withstand a $500 emergency. 


The Millennial Version of the American Dream

22 Mar 2018 -

A recent study gave some very interesting insights into the minds of these young adults, especially with regards to money and The American Dream.

Is Semi-Retirement the Answer?

21 Mar 2018 -

By the age of 62, two-thirds of Americans have retired completely. At that age, many people are still physically able to do many jobs.

Depression and Retirement

20 Mar 2018 -

Many Americans get depressed once they quit working. Studies show that retiring can actually increase your risk of getting depressed by 40%! So much for golden years.

Saving for Retirement or College

19 Mar 2018 -

Should you focus on your retirement planning, or planning for your children’s college tuition?

The Savings Crisis in America

16 Mar 2018 -

Nearly 60% of Americans don’t have enough money saved to take care of an unplanned expense.

Retirement Planning Mistakes

15 Mar 2018 -

About 4 million people retire every year. When the day finally comes that you clock out of work for the last time, will you be ready?

An Overview of Life Insurance

18 Sep 2018 -

September is Life Insurance Awareness Month. Making a decision regarding your life insurance - and which type of life insurance - might turn out to be one of the most important decisions of all.

Financial Stress Hurting the Bottom Line?

13 Mar 2018 -

46% of employees spend at least three hours every week trying to solve their own problems rather than concentrating on their job or trying to do better work.

Retirement Strategy

12 Mar 2018 -

. As time rolls on, the shadow of your later years starts to creep up on you, and for some this feeling may even come as early as their thirties.

An Overview of Estate Planning

9 Mar 2018 -

A basic estate plan is an important financial document for everyone to have, whether you think you need one or not.

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