David Lerner Associates News

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?

The 36th Annual Oyster Festival

19 Oct 2019 -

Join us at the Oyster Festival in Oyster Bay, New York.


Wellington Fall Festival

19 Oct 2019 -

We'll be at the festival in Wellington, Florida.


Long Island Fall Festival

11 Oct 2019 -

Join us for the festival at Heckscher Park in Huntington, New York.


17th Annual Ferry Festa

5 Oct 2019 -

Look for us in downtown Dobbs Ferry.


9th Annual San Gennaro Feast of the Hamptons

28 Sep 2019 -

We'll be at the feast in Hampton Bays, New York.


Biz to Biz Fall Business Trade Expo

25 Sep 2019 -

Join us at the Broward County Convention Center in Fort Lauderale, FL.


2019 Fall Connecticut Better Home Show

21 Sep 2019 -

Look for us at the Home Show at Webster Bank Arena in Bridgeport, Connecticut.


What is the Financial Future of Millennials

16 Sep 2019 -

Millennials are delaying marriage and homeownership and parenting for longer than any previous generation. 

The Secure Act

13 Sep 2019 -

The Secure Act, a retirement bill backed by both Republicans and Democrats has been passed by the House of Representatives and is moving closer to becoming law. 

Saving for Retirement with Student Debt

11 Sep 2019 -

Saving can be difficult if you’re saddled with student debt, as so many young graduates are. So you have two competing goals – pay your loans and save for retirement.

Life Insurance for Women

9 Sep 2019 -

Life insurance is essential financial protection for everyone. And some might argue that it is even more so for women than it is for men.

Self-employment on the Rise

6 Sep 2019 -

Self-employment was key for the nation’s recovery from the recession. Between the middle of 2009 and the middle of 2013, 60% of the jobs created were from small businesses. 

Long Island Fall Home Show

20 Sep 2019 -

Join us at the LI Fall Home Show at Suffolk Community College in Brentwood, New York.


Florida Fall Boat Show

14 Sep 2019 -

We'll be at the Florida Fall Boat Show at the South Florida Fairgrounds in West Palm Beach.


8th Annual Health, Wellness & Lifestyle Expo 2019

14 Sep 2019 -

Look for us at the Expo at the Harbor Point Boardwalk in Stamford, Connecticut.


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