A Wealthy Retirement
We'd all like to have a stress-free financial future, but unfortunately, that isn’t the reality for everyone. The biggest barrier is a lack of strategic preparation for Retirement Day.
Higher Education and a 529 Plan
Higher education is becoming more and more unattainable for many families, especially if there is no plan in place.
Can You Afford an Emergency?
For some things, you obviously can’t prepare. But you can put things in place just in case. Prepare for the worst, and hope for the best.
How to Write a Perfect Business Plan
A business plan is a valuable document that describes the nature of your business, provides direction, and attracts investors; a business plan is vital for the success of your organization
A Message from Our President
Coronavirus Update: Information about the steps David Lerner Associates is taking to provide uninterrupted service to our clients.
When to Retire
All of us will, at some point in our lives, stop working, and when that happens, either we will be prepared, or we will be faced with serious difficulty.
The Debt Stress Factor
72 percent of Americans are somewhat stressed about money, and studies show that 22 percent experienced “extreme” stress over their finances.
Financial Tips for Small Business Owners
Being an entrepreneur can be a massive challenge and a stressful endeavor, but the rewards can be tenfold
Life Insurance
Making an important decision regarding your life insurance — and which type of life insurance — might turn out to be one of the most important decisions of all.
What Millennials Can Expect When They Retire
Compared to Boomers who are moving into retirement now, the first wave of Millennials who will be retiring in 2050 could be facing a much bleaker future