David Lerner Associates News

Long Term Financial Planning for Millennials

2 Oct 2017 - For a highly educated generation, Millennials show surprising ineptitude in certain areas of money management.

Your Net Worth

1 Oct 2017 - Making financial progress involves keeping track of your net worth, even if knowing that number is a much-needed reality check.

Financial Tips for Small Business

29 Sep 2017 - Small businesses have consistently played a major role in economic growth because they create so many jobs - many more than large businesses.

Dealing with Financial Stress

26 Sep 2017 - Debt, reduced income, children, marriage issues, and the list can go on. There are a lot of things that could cause you to experience some financial stress.

Students and Financial Literacy

23 Sep 2017 - With the push for American students to go to college and keep pace with the rising cost of higher education, the financial literacy gap leads many students to make painful early mistakes and financial blunders.

Building an Emergency Fund

23 Sep 2017 - The purpose of an Emergency Fund is to improve financial security by creating a safety net of funds that can be used to meet emergency expenses as well as reduce the need to draw from high interest debt options, such as credit cards or unsecured loans.

Student Debt vs Retirement Planning

20 Sep 2017 - Student loan debt is something that can follow graduates for the rest of their lives if they do not actively work to pay it off quickly and not just make minimum payments toward the interest of the loan.

Life Insurance for Small Business Owners

18 Sep 2017 - As a small business owner, your family members are not the only people depending on you. Your death could be a disaster for your employees and partners, and it could sink the company you worked so hard to build.

Reaching Your Financial Goals

15 Sep 2017 - Sometimes it is difficult to achieve your goals when temptations and lapses in discipline lead us astray. Here are some tips to make the journey to financial success easier.

Retirement Planning and Financial Literacy

13 Sep 2017 - A good grasp of basic financial concepts is an important skill to have when planning one is retirement.

College Loans and Savings

11 Sep 2017 - September is College Savings Month and it would be wise to take a moment and consider the many ramifications of how one is paying for higher education.

Retirement, Social Security, and Divorce

10 Sep 2017 - For divorcees nearing retirement, time is ticking away and financial readiness is an essential factor to consider. The good news is that although Social Security can be a rather complex matter, you may be eligible for a benefit that equals one-half of your ex-spouse is full retirement amount.

College Loans and Debt

8 Sep 2017 - September is College Savings Month. The new school year is upon us, and it is time to consider college savings, loans, and the many things that this process of paying for one is higher education entails.

How Taxes Can Ruin Your Retirement Plans

5 Sep 2017 - There is one more thing to consider which may throw the proverbial wrench in your retirement plans -- taxes.

A Closer Look at Life Insurance

3 Sep 2017 - Life insurance has the unique quality that on a long enough timeline, every policyholder will eventually qualify for a payout.

Three Tips for Writing a Business Plan

31 Aug 2017 - Writing a business plan does not have to take months and months, compiling pages and pages of text. You can create a plan in a relatively short time, working at your own pace.

Long-Term Care for an Aging Population

30 Aug 2017 - The conversation surrounding long-term care is usually framed around the statistics of older Americans. But there is something else we should all be talking about - population growth and life expectancy.

Retirement Planning for Business Owners

27 Aug 2017 - Most of the time entrepreneurs have their hands so full with the stresses and details of running a business that they sometimes do not have the time or resources to plan for their own financial future.

Retirement Smart Millennials

25 Aug 2017 -

Saving early and often is the key to long-term financial security. And Millennials are set to have a huge population of millionaires.


Common Financial Mistakes

24 Aug 2017 - Your current financial situation is the sum total of every decision relating to money you have made in the past.

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