David Lerner Associates News

Business Travel and Coronavirus

26 Feb 2021 -

If any one industry has taken a hit more than the restaurant and entertainment industries, it’s the travel industry

Budgeting in 2021

23 Feb 2021 -

The unpredictability of 2020 has caused anxiety in many when it comes to money. Budgeting can give you peace of mind and an understanding of what is going on with your finances.

Financial Tips for the New Year

20 Jan 2021 -

Since the New Year is often a time when we try to set new habits in motion, let’s take a look at some personal finance tips for 2021:

Planning Can Improve Your Financial Future

18 Jan 2021 -

Regardless of who holds the office of president there are things we can do. How we handle our personal finances will be more of a guarantee for financial stability in the future. 

Family and Financial Planning

2 Jan 2021 -

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

Personal Finance Lessons from 2020

28 Dec 2020 -

Many people experienced financial woes this past year. 2020 certainly has been an interesting year, to say the least

Small Business Hit Hard by the Pandemic

28 Dec 2020 -

Since the coronavirus showed up on the scene earlier this year things have become quite serious for many small business owners.

Overcoming the American Savings Deficit

3 Dec 2020 -

If you were hit with an unexpected cost of $500 to $1000, would you be able to take care of it without using credit cards or using only your savings?

Holiday Spending 2020

19 Nov 2020 -

This year, the holidays will most likely look a little different that most other years.  We will find a way to celebrate the holidays — just in smaller groups, most likely.  

Ending the Year with Financial Stability

19 Nov 2020 -

Taking control of your financial affairs and understanding them completely is the best way to move forward into the New Year.

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    Jake Mendlinger
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    516.829.8374 X 232

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