David Lerner Associates News

Social Security's Uncertain Future: What You Should Know

22 Oct 2021 - Social Security is a pay-as-you-go system, which means today's workers are paying taxes for the benefits received by today's retirees.

Honoring Working Women

20 Oct 2021 -

while there are many areas of business where women are taking the lead, recent reports show that the last year-and-a-half has taken a bigger toll on women than men


Handling Market Volatility

18 Oct 2021 -

Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it's your money at stake.


How to Minimize Healthcare Costs

11 Oct 2021 -

Worrying about money is not a good thing to do as it eats away at you from the inside.


Reviewing your Life Insurance Needs

8 Oct 2021 -


Death is as predictable for us all as just about anything you can think of. And while this may be somewhat of an uncomfortable subject perhaps, it is true all the same.


Top 10 Tips for Taking Back Control of Your Finances

1 Oct 2021 -

According to a 2021 Capital One CreditWise survey, 73% of Americans rank their finances as the most significant source of stress in their life.


Kids and Money

29 Sep 2021 -

Teaching your kids about money when they are young means that you can be confident that they will be able to handle themselves financially later in life.


Financial Preparation in Your 50s

27 Sep 2021 -

If you are in your fifties you will have a lot on your mind, since your sixties are up next and retirement is beginning to loom on the horizon


8 Money Tips for Young Adults

15 Sep 2021 -

Money challenges are a major source of stress for most adults. When you are financially literate you can avoid these challenges.


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

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