David Lerner Associates News

3 Steps to Eliminate Credit Card Debt

29 Aug 2016 - When it comes to debt, it can be debated whether there is such a thing as "good" or "bad" debt. Either way, eliminating credit card debt is always a good idea. Consider these three steps for getting out of credit card debt.

5 Top Finance Tips No Matter Your Age

13 Sep 2016 - Whether you are in college or even about to retire, there are a few things that you should be doing to make sure you are financially safe and secure. The following pointers are things that can be done by anyone who wants to make sure that they have control of their finances, both in the present and looking towards the future.

A Savings Crisis in America

7 Feb 2017 - Take a look at your savings account. If you were hit with an unexpected expense of $500 or $1000, would you be able to pay it?

Americans and Financial Planning

23 Nov 2017 - Planning for your financial future should not be something that is an afterthought. Unfortunately, it seems that many American families are not taking control of the situation, and this could leave them in trouble later on in life.

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.

Budgeting Basics: Establishing a Household Budget

13 Sep 2012 - This is the second in a series of articles discussing financial literacy and what this means for Americans in the 21st century

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.

College Students Personal Finance Grade a C or Worse

21 Jun 2016 - In a LendEDU study of 455 college students, 59% rated their ability to manage their money and their finances at a C grade or worse. The survey posed 25 questions to the students, covering how they felt about their financial knowledge to spending habits, budgeting, and saving.

Common Financial Mistakes

24 Aug 2017 - Your current financial situation is the sum total of every decision relating to money you have made in the past.

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.

David Lerner Associates: Financial Wellness Basics

29 Jan 2016 - Ask one hundred people, and you are sure to find that the great majority of them would agree. We all want more stable finances. We all want what is now being referred to as "Financial Wellness." We are not talking about the difference between wealth and poverty here. We are not talking about hand-to-mouth versus upper affluent income brackets. We are talking about a quality of life and a healthy financial life.

David Lerner Associates: Raising Capital for Your Business

25 Feb 2015 - Every entrepreneur knows that adequate financing is vital to the success of a business. Failure to acquire adequate funding often determines whether a business can get off the ground, not to mention whether it can sustain itself into the future

David Lerner Associates: Setting and Prioritizing Your Budget Goals

15 Aug 2014 - Without clear budget goals your financial life may remain in disarray. Your budget goals help you turn your financial wish list into an action strategy.

David Lerner Associates: Speaking to your aging parents about their finances

8 Sep 2014 - Speaking to your parents about money is usually complicated, particularly when the money you are talking about is theirs. Here are some tips to help you through this process.

Dealing with Financial Stress

21 Mar 2017 - Managing stress levels is important, especially when it comes to your finances.

End of Year Financial Advice

8 Dec 2016 - 2016 has been a wild year, arguably one of the more interesting years we have seen in recent history. And as the year winds to a close, there are some things to take note of and tie a bow on your financial concerns.

End of Year Financial Tips

13 Dec 2017 - 2017 is coming to a close and the month of December often flies by in a whirlwind of gift buying, cookie baking, and snow shoveling. But the final month of the year is also a good time to get your finances in order, and prepare for the New Year. With that in mind, here is a look at end-of-year financial tasks to tackle.

Entrepreneurs and Savings

26 Nov 2017 - When you start a new business you are put under enormous pressure and strain, especially if you have employees. Money pressures can quickly become a weight around the neck of many entrepreneurs.

Finance tips for Small Business

21 Jul 2016 - Being an entrepreneur can be a stressful and challenging endeavor but also incredibly exciting and rewarding. There is no end to the many financial, legal, staffing, marketing, and customer issues that will come up as you launch your business.

Financial Goals for the New Year

19 Jan 2018 -

As we enter 2018, many Americans are taking stock of their accomplishments for the past year and setting goals for the coming 12 months.


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  • Press Contacts

    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com
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