David Lerner Associates News

Teens Feel Unprepared to Finance Their Futures

9 May 2022 - The last two years have created uncertainty and anxiety for many Americans. 

Teach Your Kids About Money with an Allowance

30 Mar 2022 - Taking the time to learn wise financial strategies and putting them into practice has a great impact on your children.

The Future of Education

21 Mar 2022 - The global catastrophe that occurred due to the pandemic affecting all of our livelihoods and plans has been nothing short of disruptive.

How to Fix an Error on Your Credit Report

6 Dec 2021 -

According to research, 47 percent of Americans were victims of financial identity theft in 2020.

Becoming Financially Secure

22 Nov 2021 -

Financial literacy skills are critical parts of your growth as an adult and key ingredients for success both in your career and life overall.

Middle Class Retirement Security in Peril

17 Nov 2021 -

Most Americans look forward to their retirement, but two recent studies warn that the middle-class vision of a comfortable retirement is under threat

Social Security's Uncertain Future: What You Should Know

22 Oct 2021 - Social Security is a pay-as-you-go system, which means today's workers are paying taxes for the benefits received by today's retirees.

Financial Preparation in Your 50s

27 Sep 2021 -

If you are in your fifties you will have a lot on your mind, since your sixties are up next and retirement is beginning to loom on the horizon

Kids and Money

29 Sep 2021 -

Teaching your kids about money when they are young means that you can be confident that they will be able to handle themselves financially later in life.

8 Money Tips for Young Adults

15 Sep 2021 -

Money challenges are a major source of stress for most adults. When you are financially literate you can avoid these challenges.

3 Financial Planning Tips for People in their 40s

29 Mar 2021 -

The generation caught between Boomers and Millennials, people in their 40s, have just as much need to plan financially. 

Teaching Your Kids about Financial Literacy

11 Jun 2020 -

In addition to finding new board games and letting them play Fortnite all day, why not take this opportunity to share some knowledge with your children about financial literacy. 

What Millennials Can Expect When They Retire

2 Mar 2020 -

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

Investment Fraud in America

24 Jan 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.

Investment in Your 40s

22 Jan 2020 -

Once you have hit the big Four-O, you really need to start seriously thinking about how much you have saved.  Before you know it, you'll be 50, and retirement will be looming fast.

Millennials vs Boomers

22 Oct 2018 -

There is a tendency of older, “wiser” folk to dismiss the views of a younger generation. However, millennials may be able to teach Boomers some interesting lessons about how to manage money.

Avoiding Retirement Shock

20 Dec 2017 - More than half of Americans experience stress over their retirement. This is mainly because they face the uncertainty of what the future holds for them.

Financial Literacy and Your Marriage

18 Dec 2017 - If you want to be able to make sound financial decisions as a couple then you have to know what you are talking about, or it will just be a mountain of data that makes no sense and scares you.

Families, Stress and Money

18 Dec 2017 - Money is a significant source of stress for the majority of Americans but even more so for parents. Seventy seven percent of parents said they were stressed about money.

Financial Planning For Your Passing

15 Dec 2017 - No one wants to think about their own mortality But it is certainly an opportunity to take pause and consider the fact that death happens to all of us.

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