David Lerner Associates News

Colleges Hit by Coronavirus

22 Mar 2021 -

The global pandemic has devastated students' plans for higher education and uprooted college plans across the board


The Contactless Credit Economy

17 Mar 2021 -

Banks and retailers were already moving towards the cashless, contactless technology before COVID. Now cards that can be tapped at checkout are the trend.


Ways to Save in 2021

12 Mar 2021 -

Saving money this year might have to take a bit more aggressive approach than before. The pandemic has wrought mayhem on our economy and our lifestyles.


Moving in 2021

10 Mar 2021 -

If you are thinking about moving from where you currently live to a completely different area – you aren't alone.If you are thinking about moving from where you currently live to a completely different area – you aren't alone.If you are thinking about moving from where you currently live to a completely different area – you aren't alone.


Saving During Coronavirus

8 Mar 2021 -

People have been laid off or had wages cut, and businesses are in trouble all around the world. Even being able to retire has had to be rethought for many.


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.


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

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