David Lerner Associates News

Women at Risk

9 Nov 2019 -

Women have historically had less financial freedom than their male counterparts and the problem is, that for certain women, their retirement is at risk - and it isn’t whom you might think

Retirement Strategies for the Almost Retired

18 Nov 2019 -

The average pre-retirement Boomer only has about $9000 per year in retirement income headed their way and a shocking one-third of Americans say they have zero retirement savings.

Getting Your Finances in Order

15 Nov 2019 -

Just over 40 percent of Americans say they would give themselves a perfect score when it came to managing their money, but 29 percent of them don’t handle their finances very well at all. 

Mortgage Fraud-How Seniors Can Avoid It

11 Nov 2019 -

There is a scam that combines identity theft and mortgage fraud. The FBI says house stealing is not widespread, but it's a crime they are monitoring closely.

Choosing a Financial Advisor

6 Nov 2019 -

Choosing a financial advisor is a big decision. Making sure that your money is in safe hands should be obvious, but how do you do that, and what do you need to avoid?

What You Can Do About Financial Fraud

4 Nov 2019 -

The best defense against investment fraud is an educated and skeptical consumer. That is why due diligence is necessary. Here are some things you can do to help protect yourself from fraud.

Retirement: Top 5 Most Expensive States

1 Nov 2019 -

One of the things to consider is where to live and what the cost of living will be when you retire. These are the most expensive states for retirees.

Planning for College Costs

30 Oct 2019 -

College costs have gone up significantly.2009 saw low-income families paying $17,404 for college while high-income families were shelling out over $34K. By 2017-2018 low-income families were paying over $28,400.


Safeguard Against Recession

28 Oct 2019 -

Research from leading economists in the United States suggests we could be headed for another recession in the near future.

National Save for Retirement Week

21 Oct 2019 -

National Save for Retirement Week is October 20-26. This would be a good time to take stock of your current retirement plans

Financial Planning Month

23 Oct 2019 -

October is National Financial Planning Month, an annual designation observed to raise awareness of the importance of financial planning.


Retirement Reality in 2019

20 Oct 2019 -

Every day 10,000 Boomers reach the age of 65, and it has been reported by the Wall Street Journal that they are in a much worse financial state than the generation before them.

College Textbook Trends - Go Digital

16 Oct 2019 -

With the way technology is going, it doesn’t seem like you will need a real hardcover textbook for much longer. It makes far more sense to use a digital copy

Invest in Your Future

14 Oct 2019 -

With all the focus on how little Americans are saving for retirement, this may sound counterintuitive. However, saving alone won’t get you to your goal.

Some College Degrees Have a Higher Return than Others

9 Oct 2019 -

College graduates earn $1 million more in salaries over their lifetime than those with only a high school diploma. Some schools are considered better than others based on several factors.


Social Security Changes in 2019

7 Oct 2019 -

There have been some changes to Social Security, and there will be more over the next few years. People saw a rise in the amount they receive each month 

Taxes Could Ruin Your Retirement

3 Oct 2019 -

There is one more important thing to consider when it comes to retirement preparations which may unhinge your plans — and that thing is taxes. 

Young Adults and Their Debt

2 Oct 2019 -

The average young adult's student loan is $29,800. One aspect to consider is that college loans often place a burden of debt on the graduate, which will be carried long into the future

Why You Should Know Your Net Worth

27 Sep 2019 -

Do you know what your net worth is off the top of your head? It's an important thing to know — even if the number is a much-needed reality check. 

The Biggest Mistakes in Planning for Retirement

24 Sep 2019 -

the biggest question should be this one: How can I avoid making financial mistakes that will greatly affect my retirement years?

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