David Lerner Associates News

Common Investment Mistakes

21 Aug 2017 - Making investment mistakes can be very costly, for obvious reasons, and so they should be avoided if possible. But faced with a multitude of investment choices, it can be easy to become overwhelmed and fall into poor decisions.

Rolling the Dice on Your Retirement

19 Aug 2017 -

Gambling is a bad thing - unless done responsibly - as in done for entertainment purposes with money that you do not mind losing. There is no situation where a person would be ok with losing their retirement savings.


Social Security and Your Portfolio

17 Aug 2017 - You may be counting on Social Security for your retirement years, but if you are not counting Social Security as a part of your overall asset allocation, you may be missing out on bigger gains in your retirement savings portfolio.

Budgeting Tips

15 Aug 2017 - Living within your means is the surest way to not fall into a bottomless pit of debt. But that means really taking your financial life by the horns.

Emergency Funds, Baby Boomers and Millennials

13 Aug 2017 - Since the 2008 economic crash Americans are saving more than they have in the last 7 years. Even so, nearly a quarter of the population has no emergency savings.

Everyone Should Have an Estate Plan

11 Aug 2017 - No matter your personal situation, married or single, older generation approaching retirement or younger generation starting out on a career, an estate plan is something that can benefit everyone.

David Lerner Associates Raises $8,400 to Benefit the Nassau-Suffolk Chapter of the Autism Society of America

9 Aug 2017 - David Lerner Associates announced today that its 8th Annual Charity Car Show raised approximately $8,400 to benefit the Nassau-Suffolk Chapter of the Autism Society of America.

How Life Insurance Could Help Your Retirement

7 Aug 2017 - A successful retirement is all about making sure you have enough savings to pay your bills and still be able to enjoy a comfortable lifestyle. If structured the right way, a life insurance policy could be the perfect life preserver in retirement.

The Financial Future of Millennials

4 Aug 2017 - Many Millennials believe that having a financial advisor is not necessary. In fact, over 60% of adults dont have a financial advisor of any kind.

Financial Regrets

2 Aug 2017 - 4 out of 5 Americans have financial regrets and wish they could turn the clock back so that they could make smarter decisions with their finances.

Planning Your Financial Future

31 Jul 2017 - Having a strong financial plan is important no matter what stage of life you are in.

When to Claim Social Security

28 Jul 2017 - The decision of when to take Social Security benefits is for many Americans largely a matter of financial necessity rather than financial planning.

Dating and Finance Mistakes

26 Jul 2017 - Summertime is here, and that typically that means a lot of people have shed their "winter weight" and are back in the dating pool.

Family and Financial Strategies

24 Jul 2017 - Some of the most common financial regrets among Americans were not saving for retirement, followed by saving for emergency expenses, taking on too much debt, and not saving for their children is education.

How to Manage your Credit Card Debt

21 Jul 2017 - If paying down your credit card debt is something that you are trying to do, here are some tips.

Simplifying Retirement Savings

19 Jul 2017 - For the average person, saving for retirement does not need to be so confusing. Here is some simple and understandable retirement advice.

David Lerner Associates Announces 8th Annual Charity Car Show to Benefit the Nassau-Suffolk Chapter of the Autism Society of America

19 Jul 2017 - David Lerner Associates has announced the 8th Annual David Lerner Associates Charity Car Show will be held on Sunday, July 23, 2017.

Small Business Tips

16 Jul 2017 - July 20th is National Get to Know Your Customers Day. For a small business, knowing your customers is an essential part of growing your enterprise.

Women and Retirement Shortfalls

14 Jul 2017 - Women, on average, are more likely than men to face a retirement income shortfall.

Being Prepared for College Savings

12 Jul 2017 - Unless you plan ahead it is likely that you will be part of the majority of American families who do not have a college savings plan in place.

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