Smart Budgeting Tips to Take Control of Your Finances
Learn practical budgeting strategies to manage your money better, reduce debt, and build savings for a more secure financial future.
How Inflation Affects Retirement Savings (And What You Can Do About It)
Protect your retirement savings from inflation with smart investments, spending habits & and income strategies.
Helping Hands: David Lerner Associates Donated to Officer Battling Hodgkin’s Lymphoma
David Lerner Associates supports Officer Alexa Crimaudo with a $2,500 donation to help with medical expenses as she battles Hodgkin’s Lymphoma.
The World According to Poppy: Protecting the Work of a Lifetime
“My wife became ill. She wants to stay at home, but she needs 24-hour nursing care. I’m not sure how long we can afford that.” “When mom got sick, it fell on my siblings and me to care for her. My sister helped when she...
The World According to Poppy: What Essentially Causes Inflation?
“I went to the supermarket and bought two bags of groceries—it cost over $200!” “I filled up my gas tank the other day, and it cost over $75!” “We recently dined at a steakhouse, and the restaurant charged $175 for a steak!” “We recently visited...
Small Business Week 2024
Celebrate Small Business Week 2024 from April 28 to May 4! Learn about its history, how to get involved, and ideas for participation.
David Lerner Associates Police Appreciation Run Scheduled for June 27th
David Lerner Associates sponsors the 33rd Annual Police Appreciation Run on June 27th.
After a Surprising 2023, a Cautiously Optimistic Economic Outlook for 2024
Despite high interest rates and unsettling geopolitical conflict, the U.S. economy outperformed the expectations of most economists in 2023.1 Inflation-adjusted gross domestic product (Real GDP) accelerated to an annualized rate of 5.2% in the third quarter, after growing 2.1% in Q2 and 2.2% in Q1. Inflation, as measured by the 12-month change in the price index for personal consumption expenditures (PCE), was 3.0% in October 2023, after beginning the year at 5.5%.2 The labor market stayed strong in 2023, though it has cooled off a bit. The unemployment rate edged up from 3.4% in January to 3.9% in October, but is still quite low by historical standards.3
Supporting Heros: Running Club and David Lerner Associates Donate to Police Family
Explore how Running Club and David Lerner Associates join forces to support the police family. Learn about their donation and commitment to community outreach.
Presidents’ Day: Financial Lessons from Our Presidents
As the calendar turns to February, Presidents' Day graces us on the third Monday of February. In 2024, this day of commemoration falls on February 19, providing an opportunity to reflect on the financial legacies left by those who steered the nation through its different eras.