David Lerner Associates News

What Does the Future Hold?

17 Sep 2020 -

So much changed so fast, and it’s hard to figure out what is going to happen next. How do you begin to get used to this new normal?

Valuable Documents and Estate Planning

10 Sep 2020 -

55% of Americans pass away without a will or an estate plan. Here are some of the affairs that should be kept in order before we are referred to as the dearly departed. 

How to Deal with Debt When a Loved One Passes Away

8 Sep 2020 -

A surviving spouse or children face more than just overwhelming emotions — they may also face the challenge of having to settle a loved one’s outstanding debts.


What You Need to Know about Life Insurance

3 Sep 2020 -

Death is inevitable and in preparation for that event day, life insurance is something that stands apart from other kinds of insurance. 

Marriage - Managing Coronavirus

1 Sep 2020 -

The coronavirus pandemic saw people sheltering in place all over the world and thrust into close proximity for long periods with their spouses.

Gap Year for College Kids

27 Aug 2020 -

Many folks are rethinking their plans for the coming academic year. Completed applications are down 45 percent compared to the same period last year.

Emergency Funds in Uncertain Times

25 Aug 2020 -

in 2020, the world woke up one day, and we found we were living in strange and different times. We went from a historic, prosperous market to an economic shutdown overnight. 

Unemployment and Credit Card Debt

18 Aug 2020 -

For those who aren’t taking advantage of federal and state benefits, it would make sense that credit cards could be the only alternative. 

Money and Relationships

6 Aug 2020 -

If you think that relationships are hard when life is “normal,” think about the many situations that are bringing the cracks to light in relationships around the world today.

Summertime and Savings

5 Aug 2020 -

Even though it's been a strange summer,  there are still opportunities to loosen your purse strings -  weekend getaways, backyard barbeques, bottomless margaritas.

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    Jake Mendlinger
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    516.829.8374 X 232

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