David Lerner Associates News

Financial Goals for the New Year

19 Jan 2018 -

As we enter 2018, many Americans are taking stock of their accomplishments for the past year and setting goals for the coming 12 months.


Financial Advice for Millennials

30 Dec 2017 - While career advice is important for all new graduates and young adults, money advice may play an even more important role.

Fraud and How Seniors Can Avoid It

27 Dec 2017 - The FBI says that older folks are easier targets and are more likely to have readily available funds due to life savings or nest eggs that are set aside.

Is Your Money Safe

26 Dec 2017 - In today's modern world, how safe is your bank? Fraudsters are getting more and more tech savvy and even more devious.

End of Year Financial Tips

23 Dec 2017 - The final month of the year is a good time to get your finances in order and prepare for the New Year. With that in mind here's a look at end of year financial tasks to tackle.

Holidays and Debt

22 Dec 2017 - It appears that people are getting into debt because of the holiday season. The average debt incurred by Americans over the holidays has increased to over $1000.

Avoiding Retirement Shock

20 Dec 2017 - More than half of Americans experience stress over their retirement. This is mainly because they face the uncertainty of what the future holds for them.

Financial Literacy and Your Marriage

18 Dec 2017 - If you want to be able to make sound financial decisions as a couple then you have to know what you are talking about, or it will just be a mountain of data that makes no sense and scares you.

Families, Stress and Money

18 Dec 2017 - Money is a significant source of stress for the majority of Americans but even more so for parents. Seventy seven percent of parents said they were stressed about money.

Financial Planning For Your Passing

15 Dec 2017 - No one wants to think about their own mortality But it is certainly an opportunity to take pause and consider the fact that death happens to all of us.

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

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