David Lerner Associates News

The Debt Ceiling and Deficit Spending

1 May 2023 -

On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt ceiling.

Do You Have Insurance on Your Debt?

3 Feb 2023 -

Bills, taxes, and death are all part of life. But in the unfortunate event of your demise, the last thing you want to do is put that financial pressure on your family to cover your debt obligations.

7 Ways to Bulletproof Your Finances Ahead of a Likely Recession In 2023

1 Feb 2023 - Discussions about a looming recession have been making headlines for months, with no conclusion on what Americans can expect.

Your Emergency Fund Will Be Even More Important In 2023

14 Nov 2022 -

As inflation pressures continue to weigh on the U.S. economy, your emergency fund just got promoted to “stat” status.

Money Management Causes Stress and Anxiety

28 Oct 2022 -

No matter what stage of life you’re in, you need to be sure that you have control of your money, or it will soon control you.

Keep Tabs on Your Credit Score

12 Oct 2022 -

On October 20 this year, the National Get Smart About Credit Day will take place.

Americans Experiencing More Financial Stress

22 Aug 2022 -

More than half of Americans (58 percent) believe we are already in a recession and financial stress is still in negative territory.

Pros and Cons of Credit Cards in 2022

16 Aug 2022 -

The global pandemic had an unprecedented effect on credit card debt.

Are Retirement Savings on the Chopping Block?

13 Jun 2022 -

America is experiencing an inflationary period not seen since the 1980s.

How to Plan for Financial Stability During Retirement

11 May 2022 -

The goal of retirement is to enjoy the fruits of your labor.

1 in 5 Older Americans Believe this Retirement Myth

6 May 2022 -

According to a Fidelity Investments survey, many older Americans subscribe to the belief that financial advisors would suggest using 10 to 15 percent of their retirement funds each year.

Retirement and Debt

25 Apr 2022 -

Retirement is something that should be enjoyed, not dreaded. As you age you find out that there are certain things that are more important than others.

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.

Habits of Financially Successful Singles

6 Apr 2022 - A growing number of American adults are living the single life. 

Protect Your Finances from Inflation

16 Mar 2022 -

The pandemic has had many negative effects. Inflation is one that may stay with us for a while. It can eat into your savings and your plans for the future

Thinking of Quitting Your Job? Be Certain You're Prepared

11 Mar 2022 -

The pandemic has created what’s being called The Great Resignation – millions of Americans are redefining their work/life balance, work conditions, work environments, and job conditions. 

What are HRAs?

23 Feb 2022 -

Worrying about healthcare is not an (excuse the pun) healthy way to live.

6 Smart Financial Strategies to Start Using in Your 20s

11 Feb 2022 -

Financial responsibility is definitely not a priority for most young adults. 

Debts You Should Pay off Before Retirement

9 Feb 2022 - As one prepares for retirement, it would be wise to prioritize which debts to focus on before you give notice to your employer that you’ll be exiting the workforce

Your Route to Financial Wellness in 2022

12 Jan 2022 -

It is no accident that January has been named Financial Wellness month – it’s the month when most Americans take stock of their lives and set goals for the coming year

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