David Lerner Associates News

Savings Tips

22 Nov 2019 -

Here are some tips for saving more, so that you can reach your goals faster. And you’ll have more peace of mind when the time comes to retire.


Money, Family, and Stress

20 Nov 2019 -

Stresses on the family core can be many and varied, but money, as it turns out, can be one of the largest factors of all.



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.

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

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.

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.


Financial Advice for Millennials

30 Dec 2017 - While career advice is important for all new graduates and young adults, money advice may play an even more important role.

Fraud and How Seniors Can Avoid It

27 Dec 2017 - The FBI says that older folks are easier targets and are more likely to have readily available funds due to life savings or nest eggs that are set aside.

Is Your Money Safe

26 Dec 2017 - In today's modern world, how safe is your bank? Fraudsters are getting more and more tech savvy and even more devious.

End of Year Financial Tips

23 Dec 2017 - The final month of the year is a good time to get your finances in order and prepare for the New Year. With that in mind here's a look at end of year financial tasks to tackle.

Holidays and Debt

22 Dec 2017 - It appears that people are getting into debt because of the holiday season. The average debt incurred by Americans over the holidays has increased to over $1000.

New Jersey Flower & Garden Show

22 Feb 2018 -

Meet us at the NJ Convention Center in Edison.

More information: https://10times.com/newjersey-flower-garden

Fairfield County Home Show

17 Feb 2018 -

Meet us at Chelsea Piers in Stamford, Connecticut.

More information: http://www.homeshowct.com/

Suburban Home Show 2018

23 Feb 2018 -

Join us at Rockland Community College in Suffern, New York.

More information: https://tradeshowz.com/suburban-home-show

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