David Lerner Associates News

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

The Saltwater Fishing Expo

16 Mar 2018 -

Look for us at the NJ Convention Center in Edison.

More information: https://10times.com/saltwater-fishing-expo

Spring Westchester County Home Show 2018

17 Mar 2018 -

Look for us at the Westchester County Center in White Plains, New York.

More information: https://tradeshowz.com/westchester-county-home-show

Orange County Home Show 2018

16 Mar 2018 -

Join us at Orange County Community College in Middletown, New York.

More information: https://tradeshowz.com/orange-county-home-show


Egg Scramble at Adventureland

24 Mar 2018 -
Join us at Adventureland in Farmingdale, New York
For more information: https://adventureland.us/

Avoiding Retirement Shock

20 Dec 2017 - More than half of Americans experience stress over their retirement. This is mainly because they face the uncertainty of what the future holds for them.

Financial Literacy and Your Marriage

18 Dec 2017 - If you want to be able to make sound financial decisions as a couple then you have to know what you are talking about, or it will just be a mountain of data that makes no sense and scares you.

Families, Stress and Money

18 Dec 2017 - Money is a significant source of stress for the majority of Americans but even more so for parents. Seventy seven percent of parents said they were stressed about money.

Financial Planning For Your Passing

15 Dec 2017 - No one wants to think about their own mortality But it is certainly an opportunity to take pause and consider the fact that death happens to all of us.

End of Year Financial Tips

13 Dec 2017 - 2017 is coming to a close and the month of December often flies by in a whirlwind of gift buying, cookie baking, and snow shoveling. But the final month of the year is also a good time to get your finances in order, and prepare for the New Year. With that in mind, here is a look at end-of-year financial tasks to tackle.

Long-Term Care

11 Dec 2017 - Long-term care planning can be a serious issue for those who find themselves in a situation where it is needed. Nearly 70% of Americans 65 and older will need long-term care.

Marriage and Money

9 Dec 2017 - Does speaking about your finances have an impact on how happy you are together? Finances are the leading cause of stress in American couples.

Millennials and Money

6 Dec 2017 - With more and more Millennials in the workplace and the economy in a different situation than it was a decade ago, it is no wonder that many of them are finding it tough out there.

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