David Lerner Associates News

Is Debt Always a Bad Thing?

11 Dec 2019 -

Most Americans have some sort of debt. Having debt doesn’t necessarily have to be a bad thing if it is controlled and you pay the monthly amount on time, every month

The Long-Term Care Conundrum

9 Dec 2019 -

Many people over the age of 65 will need some assistance when it comes to daily living tasks. A side effect of the health crisis in America is that many older folks will need someone to help take care of them at some point.

How to Reach Your Financial Goals

6 Dec 2019 -

Setting realistic and achievable goals, following a strategic plan to make progress toward them, and tracking your progress is the key to success in attaining your financial goals.

Putting Your Affairs in Order

4 Dec 2019 -

55% of Americans pass away without a will or an estate plan. Here are some of the affairs that should be kept in order before we're referred to as the “dearly departed:” 

Make the Time to Prioritize Your Finances

2 Dec 2019 -

With so many different things competing for your attention, it’s easy to let financial planning slide. It may not be something you want to do, but it is something you need to do.

Gen X and Retirement

27 Nov 2019 -

Americans who fall into Generation X are worried about retiring. They feel they’d find it harder than other generations to retire comfortably or even be able to retire at all. 

Parents are Making a Savings Mistake

29 Nov 2019 -

Setting cash aside so that your kids have a better life may seem like an obvious thing to do, but many parents aren’t saving anything, let alone doing it for their kids.


Thanksgiving for Finances

25 Nov 2019 -

In keeping with the spirit of the holiday, here are some ways to express thanks and take stock of your own personal financial landscape:

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.

Newsday's 50+ Expo

9 Nov 2019 -

Don't miss the 50+  Plus Expo at Suffolk Community College in Brentwood, New York.


Senior Lifestyle & Healthcare Expo

4 Nov 2019 -

Join us at the Expo at the South County Civic Center in Delray Beach, Florida.


New Jersey Ultimate Women's Expo

2 Nov 2019 -

Look for our booth at the Women's Expo at the New Jersey Expo Center in Edison.


15th Annual Westchester Fall Home Show

2 Nov 2019 -

We'll be at the Home Show at the Westchester County Center in White Plains, New York.


New Egypt Fall Fest

26 Oct 2019 -

Look for our booth at the Fall Fest on Main Street in New Egypt, New Jersey.


40th Annual Connecticut Fall Home Show

25 Oct 2019 -

Join us at the Home Show at the Convention Center in Hartford, Connecticut.


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. 

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