David Lerner Associates News

The Gender Wealth Gap

20 May 2019 -

While income has generally been used as the primary yardstick of people’s economic status, wealth (or net worth) is a much more comprehensive measure of one’s financial situation. 


College Expenses

17 May 2019 -

College expenses can be crippling if you are not prepared. Giving your children the best start in life is a praiseworthy goal, but you need to be ready for the capital outlay needed


Travel and Retiring

13 May 2019 -

Once you have retired, you may want to take some trips and enjoy yourself. Before you do that of course, you have all your finances squared away


Debts that Could Derail Your Retirement

15 May 2019 -

Heading into your retirement, one should take a look at prioritizing which debts to focus on before you hang up your hat for the last time


Job Prospects for College Graduates

13 May 2019 -

It’s an exciting time to be a college graduate. A new survey from the National Association of Colleges and Employers shows that the rate of hiring of college graduates in 2019 is up 11% from last year.


Small Business is Thriving in America

5 May 2019 -

May 5th is the day many Americans celebrate Cinco de Mayo, but it also marks the start of National Small Business Week. More than half of Americans either own or work for a small business,


Credit Cards, Debt, and the Economy

3 May 2019 -

Credit cards are a way of life in America. We all know how they can help or hurt one’s personal finances but believe it or not, credit card debt can affect the economy as a whole. 


Emergencies and Money

1 May 2019 -

An unforeseen emergency expense is exactly that. If you are in an accident or need emergency funds, how will you be able to cover it? 
 


Is a Budget Necessary for Financial Stability?

29 Apr 2019 -

Around two-thirds of Americans don’t keep a formal budget, and just a third have long-term financial plans and goals. This means they're improvising each month and their financial stability will suffer for it. 


Women Should be More Active in Managing Their Money

22 Apr 2019 -

Fewer women purchase stocks than men,. But when they do, women invest more intelligently than men and produce better returns


Saving for the Future

18 Apr 2019 -

Saving helps you keep the proverbial wolf from the door yet most Americans are not even close to being ready for any kind of financial emergency. [1] 65 percent of Americans are saving little or absolutely zero. 


A New View of Retirement

15 Apr 2019 -

When you think about retiring, it’s important to start thinking about what you’d like to do with the rest of your life. Instead of 12 years of retirement, you are now looking at a minimum of 28 years of retirement.


Don’t April Fool with Your Finances

10 Apr 2019 -

April fool means you've been taken in by someone or something going on that's not real. Scammers fall into this category. Take care to keep your finances on track as we enter the second quarter of the year.


Boomers Remaining in the Workforce

8 Apr 2019 -

In the ’80s, around 10 percent of folks over 65 were still working into their retirement years. In the 80s that dropped to 10 percent. Nowadays, we're close to the 20 percent mark again.


5 Things to Know About 529 Plans

5 Apr 2019 -

With higher education becoming more and more expensive, parents need to start preparing for these expenses.There’s no better time to start investing for higher education needs than right now.


Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family and plan for retirement. Making educated financial decisions is essential.


The Financial Literacy Gap

1 Apr 2019 -

Financial Literacy is an issue in our country. It’s no secret that improving your financial education will increase your ability to manage your money well. 


Tax Season is Here Again

29 Mar 2019 -

This year the IRS started processing taxes in January after a temporary measure halted the government shutdown. This tax season will be the first full one after the landmark tax reform law passed in late 2017.


Making the Best Income Investing Choices

27 Mar 2019 -

.laying the investing game is a volatile and fluid activity, even in the best of times. We all want more stable finances -.what is now being referred to as “Financial Wellness.”


Improving America’s Personal Finances

25 Mar 2019 -

Whether you're playing catch up on retirement savings, working to eliminate debt, or building wealth, it pays to be financially savvy and to have your personal finances in order


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