David Lerner Associates News

How to Make Sound Financial Decisions

28 Sep 2022 -

Personal finance is a subject that can be daunting if you aren’t familiar with all the basics.


How to Maximize Your Social Security Benefits

26 Sep 2022 -

Retiring is a big step and it takes a lot of hard work to be able to retire completely


A 529 College Savings Plan Can Be Used for Many Disciplines

23 Sep 2022 -

Traditional colleges aren’t the only thing you can use the money in your 529 plan for.


2023 Social Security COLA Changes

21 Sep 2022 -

2023 will see some remarkable Social Security changes that will affect you if you are already retired and receiving benefits.


The College Cost of Attendance in 2023

19 Sep 2022 -

The cost of attending college has risen significantly over the last 20 years and looks set to increase even further in the future.


What is Hybrid Life Insurance?

14 Sep 2022 -

A hybrid life insurance policy is one way to protect yourself and your family.


Life Insurance as an Investment

9 Sep 2022 -

A whole life insurance policy builds cash value over time and can be used to grow wealth.


Do You Need Life Insurance?

7 Sep 2022 -

September is Life Insurance Awareness Month and this year the theme is Life Happens. 


COVID has Changed the Way Many Americans Think About Money

2 Sep 2022 -

The last two years have certainly given Americans a new perspective on the need to pay attention to their financial future. 


Financial Literacy Classes Required to Graduate High School

31 Aug 2022 -

Until fairly recently, financial literacy was not a requirement to graduate high school.


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

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