David Lerner Associates News

How to Reach Your Financial Goals

6 Dec 2019 -

Setting realistic and achievable goals, following a strategic plan to make progress toward them, and tracking your progress is the key to success in attaining your financial goals.

Putting Your Affairs in Order

4 Dec 2019 -

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're referred to as the “dearly departed:” 

Make the Time to Prioritize Your Finances

2 Dec 2019 -

With so many different things competing for your attention, it’s easy to let financial planning slide. It may not be something you want to do, but it is something you need to do.

Parents are Making a Savings Mistake

29 Nov 2019 -

Setting cash aside so that your kids have a better life may seem like an obvious thing to do, but many parents aren’t saving anything, let alone doing it for their kids.


Thanksgiving for Finances

25 Nov 2019 -

In keeping with the spirit of the holiday, here are some ways to express thanks and take stock of your own personal financial landscape:

Savings Tips

22 Nov 2019 -

Here are some tips for saving more, so that you can reach your goals faster. And you’ll have more peace of mind when the time comes to retire.


Money, Family, and Stress

20 Nov 2019 -

Stresses on the family core can be many and varied, but money, as it turns out, can be one of the largest factors of all.



Getting Your Finances in Order

15 Nov 2019 -

Just over 40 percent of Americans say they would give themselves a perfect score when it came to managing their money, but 29 percent of them don’t handle their finances very well at all. 

Mortgage Fraud-How Seniors Can Avoid It

11 Nov 2019 -

There is a scam that combines identity theft and mortgage fraud. The FBI says house stealing is not widespread, but it's a crime they are monitoring closely.

Women at Risk

9 Nov 2019 -

Women have historically had less financial freedom than their male counterparts and the problem is, that for certain women, their retirement is at risk - and it isn’t whom you might think

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    516.829.8374 X 232

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