David Lerner Associates News

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.

Tax Identity Theft Week

30 Jan 2023 -

Tax Identity Theft Week happens every year and begins on the last Monday of January. 

Financial Planning Mistakes to Avoid in The New Year

27 Jan 2023 -

Financial planning entails setting specific financial goals, saving habitually, investing those savings in wealth-building assets, and protecting your assets.

The COLA and What it Really Means for 2023

25 Jan 2023 -

2022 has been a tough year. The cost of living increased and inflation hit all-time highs and money is the top source of anxiety for folks in the United States.

Top 5 Financial Worries for 2023

23 Jan 2023 - Many of us are happy to say goodbye to a difficult year, 2022. However, 2023 looks set to be challenging on its own.

Get Financially Healthy in 2023

17 Jan 2023 -

The start of the New Year should be a time to reevaluate your finances.

Is a College Degree ROI-Positive?

4 Jan 2023 - For the past 50 years, a four-year college degree has been seen as ROI-positive because of the increased earning power it affords.

How to Invest During a Recession

28 Dec 2022 -

The recession alarms have been sounding a lot in 2022, causing many investors to be worried about how to invest during a recession.

How to Manage Longevity Risk and Inflation in a Volatile Market

23 Dec 2022 -

Longevity risk and inflation are two of the biggest risks retirees face, meaning they should carefully plan ways to access guaranteed income over the course of their retirement years.

A Guide to Holiday Spending

21 Dec 2022 -

Every year, millions of Americans spend hundreds of dollars on holiday gifts and goodies. 

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