David Lerner Associates News

Holiday Season Spending

15 Dec 2018 -

The holiday season is here! It's a time for giving but unless you monitor your spending and credit card activity, there are some costly blunders that can be made.  

College Saving Increases

12 Dec 2018 -

If you have children, college is one of the major expenses that lies ahead. Many families are saving as much as they can, but for some, it’s not enough.

The Future of Millennials’ Finances

5 Dec 2018 -

Millennials could take a lesson from Baby Boomers when it comes to financial advisors and planning for the future.

Medicaid and Long-Term Care

1 Dec 2018 -

10,000 Baby Boomers are turning 65 every day from now until 2030. The future costs of long-term care should be a top concern for soon-to-be retirees. 

Mortgage Rates and Millennial Home Ownership

29 Nov 2018 -

Millennials constitute the largest segment of new homeowners in the country.and they're impacting the housing market in a big way. 

How to Control College Debt

28 Nov 2018 -

Almost 12 and half million people in America have borrowed between $10,000 and $25,000 for their college education.

A Major Change in How Credit Scores are Calculated

21 Nov 2018 -

If you’ve ever made a major purchase that required ongoing payments, then you’re familiar with the importance of your credit score, and how it can affect interest rates.

Managing Marriage & Money

19 Nov 2018 -

Research shows that 35 percent of people who are experiencing stress in their marriage say it's due to disagreements about money

Graduates and Their Finances

16 Nov 2018 -

As a new generation of graduates gets ready to enter the workplace new financial concerns take center stage.

Personal Finance Tips for Financial Planning

14 Nov 2018 -

Here are some tips to point you in the direction of smart personal finance decisions:


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    Jake Mendlinger
    Account Manager
    516.829.8374 X 232

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