David Lerner Associates News

Financial literacy and saving for college

5 Jun 2023 -

The rise in cost is making it more important than ever for families to save for their children's education.


Determining the Best 529 Plan for You

23 May 2023 -

A 529 plan is a tax-advantaged investment account that helps families save for college expenses.


Saving for College Tips

31 Mar 2023 -

Saving for college is crucial if you want to ensure that your kids or you personally have access to higher education without getting into excessive student loan debt.


College Savings for Your Child

28 Nov 2022 -

Saving money for your child’s college is a way to try and guarantee them a better lifestyle as they age.


College savings in America

18 Nov 2022 -

Saving for college is something that affects people all over the country and across age groups.


Public Service Loan Forgiveness Deadline

30 Sep 2022 -

President Biden’s recent announcement of student loan debt reduction and forgiveness has generated a lot of media interest.


A 529 College Savings Plan Can Be Used for Many Disciplines

23 Sep 2022 -

Traditional colleges aren’t the only thing you can use the money in your 529 plan for.


The College Cost of Attendance in 2023

19 Sep 2022 -

The cost of attending college has risen significantly over the last 20 years and looks set to increase even further in the future.


College Savings, 529 Plans and Inflation

18 Aug 2022 -

Recent school graduates and their families are thinking about their financial future.


High School Graduates College and Career Plans Disrupted

18 Jul 2022 -

Fifteen million plus young Americans are graduating high school and making plans for their future


Student Loan Strategy for Recent Graduates

6 Jul 2022 -

Many American families are celebrating the graduation of their offspring at this time of year.  


High School Graduates Reconsidering Four Year Degrees

6 Jun 2022 -

According to billionaire Elon Musk, a college degree is not required to be successful. He regards college as a place to have fun, rather than a place of learning. 


College and a 529 Plan

21 Apr 2022 -

Costs are rising. We are seeing inflation hit record highs and the cost of living is soaring around the world


How Much Do You Need to Save for College?

15 Apr 2022 -

Saving for college is not as easy as it sounds. Being able to set money aside for your kids to attend school isn’t as simple as setting up a savings account and putting any extra cash left over at the end of the month into it.


The State of Student Debt

8 Apr 2022 -

41 million Americans have gotten a financial reprieve over the past two years since it was announced that they didn’t have to pay principal or interest on their federal direct student loans.


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.

Looking into the New Year

27 Dec 2021 -

2021 seems as if it has flown by, and we look to a new year with some hope that the pandemic is close to being over.


Preparing for College

1 Dec 2021 -

Pursuing a college education is something that can be a life-changing endeavor — a brand new chapter in your life.


College Saving

19 Nov 2021 -

Saving for college is not as easy as it appears. Being able to set money aside for your kids to attend school isn’t as simple as just setting up a savings account and putting any extra cash left over at the end of the month into it. 


Avoid the Burden of Student Loan Debt for Your Kids

5 Nov 2021 -

Use these tips to avoid the need for your children to be saddled with student loan debt.


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