David Lerner Associates News

How to Eliminate Debt

26 Dec 2019 -

Debt has become part and parcel of many American’s lives and has become the norm. How do you get rid of deb, and take back control of your finances? 

Streamline Your Finances in 2020

27 Dec 2019 -

Most Americans report feeling stressed about money, at least some of the time. Here are some things that can be done to alleviate that stress and streamline your financial wellness in the coming year

New Year Resolutions for 2020

1 Jan 2020 -

2020 is upon us. Besides taking a moment to let your mind be blown by the increasing rate of passing time as we grow older, perhaps it is also time to take a look forward, and see what you can do in the next year. 

3 Trends that Could Affect Your Future

23 Dec 2019 -

There’s been a lot of disruption in the financial markets in the last few years, and many Americans are feeling troubled by the changes and uncertainties. These trends that could impact your retirement plan.

Holiday Debt

16 Dec 2019 -

Happy Holidays! Now put down that credit card — and back away slowly! The average debt incurred by Americans over the holidays has increased to over $1,000! 

Part-Time for Old Timers

16 Dec 2019 -

Working part-time after retirement age can provide extra income and give you a sense of purpose and independence. It makes sense to keep working if you don’t have a large nest egg squirreled away 

Protecting Your Savings from Inflation

13 Dec 2019 -

Saving money is a basic financial habit that makes up part of your overall financial wellness. How you save, or where you put your money, is of equal importance, because of the effects of inflation on the value of money.

Money Tips We Can Learn from Our Past Presidents

17 Feb 2020 -

The third Monday of February is set aside to celebrate Presidents’ Day. This year instead of rushing to our nearest outlet store, let’s take a look at some money wisdom we can learn from past presidents

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.


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