David Lerner Associates News

College Savings for Your Child

28 Nov 2022 -

Saving money for your child’s college is a way to try and guarantee them a better lifestyle as they age.

When to Switch Medicare Plans

25 Nov 2022 -

If you have a Medicare plan then you have a few months to make a change.

College savings in America

18 Nov 2022 -

Saving for college is something that affects people all over the country and across age groups.

Most tax-friendly states for retirement 2022

16 Nov 2022 -

Retirement is a time in your life that should be free from worry and stress. 

Your Emergency Fund Will Be Even More Important In 2023

14 Nov 2022 -

As inflation pressures continue to weigh on the U.S. economy, your emergency fund just got promoted to “stat” status.

Strategies to Save More In 2023

11 Nov 2022 -

Saving money is such a simple concept: Spend less than you earn and put the difference in a savings account.

Women Entrepreneurs in the US

7 Nov 2022 - Five decades ago, the idea of a female entrepreneur running her own business would have seemed ambitious at best. 

Should I Purchase Life Insurance with an LTC Rider?

4 Nov 2022 -

November is National Long-Term Care Awareness month. 

How to Keep Savings on Track Despite Inflation

3 Nov 2022 -

If you’ve noticed that your grocery bill has increased despite purchasing the same amount of food that is more expensive than it was last year, you’re witnessing the outcomes of the country’s latest inflation surge.

Money Management Causes Stress and Anxiety

28 Oct 2022 -

No matter what stage of life you’re in, you need to be sure that you have control of your money, or it will soon control you.

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