David Lerner Associates News

Saving to Achieve Financial Freedom

25 Feb 2020 -

What exactly does financial freedom mean? Simply put, a situation where you don’t have to worry about how to pay for obligations and how to achieve financial goals.

A Guide to Financial Independence

5 Jul 2019 -

As you celebrate this year, take a moment to consider your own independence, which is closely tied to your financial situation.

Investment Fraud in America

21 May 2020 -

The FTC (Federal Trade Commission) estimates that millions of Americans are victims of consumer fraud each year. Older investors are a favorite target of fraudsters who focus on investments.

Boomers Staying Connected

19 May 2020 -

The Coronavirus crisis has affected millions, but Boomers have been hit harder in more ways than one. Staying connected is more important than ever.

The COVID Effect

14 May 2020 -

The devastating impact of the coronavirus has people wondering how they are going to get through the year and what the future holds. 

Social Security and Coronavirus

11 May 2020 -

According to the SSA and the IRS, the monthly Social Security payments will continue as normal but there will be one change.

Older Americans Month in May

7 May 2020 -

May is the national observance of Older Americans Month, but this year due to the coronavirus many older Americans will be at home. 

Tips for Early Retirement

30 Apr 2020 -

With all this attention on packing up your work-life early and jumping into a pre-age-65 retirement, let’s take a closer look at some of the facts, and some tips to get you there.

Social Security Retirement Age

28 Apr 2020 -

Full retirement is the age you can receive 100 percent of your benefits. It used to be 65 but there has been some talk about raising the Social Security retirement age.

Getting Your Finances Organized

24 Apr 2020 -

If over the last 10 years you have had any problems with your finances, you’re not alone. [1] Only 28% of Americans are considered “financially healthy.” 

Tax Changes in 2020

20 Apr 2020 -

Taxes are something we all must deal with, but this year there may be some good news for us all. the IRS has made inflation adjustments to a range of key figures from the amount you can put in a 401(k)

The Basics of Financial Literacy

22 Apr 2020 -

Financial literacy is the possession of the set of skills and knowledge that allows an individual to make informed and effective decisions with all of their financial resources. Wikipedia

Staying Focused on Your Finances

14 Apr 2020 -

The bright lights and blinking pixels constantly demand attention, but focusing instead on your finances will pay dividends in the long run. 

Small Business Life Insurance

9 Apr 2020 -

Self-employed Americans and the people working for them accounted for 30 percent of the nation's workforce or 44 million jobs in total

Investment Fraud in America

6 Apr 2020 -

Older investors are a favorite target of fraudsters who focus on investments. The pursuit of seniors’ “nest eggs” is one of the fastest-growing consumer fraud issues today. 

Money Disorders

3 Apr 2020 -

Allowing your finances to get away from you is sadly a common affliction among Americans and a real problem in today's modern world.

Looking Ahead Financially

1 Apr 2020 -

Pandemics eventually fizzle out and life will return to normal. When that happens, you need to be prepared to rebuild your financial future.

A Wealthy Retirement

27 Mar 2020 -

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

25 Mar 2020 -

Higher education is becoming more and more unattainable for many families, especially if there is no plan in place.

Can You Afford an Emergency?

23 Mar 2020 -

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. 

  • Connect With Us