David Lerner Associates News

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.

Inflation Reduction Act: What You Should Know

26 Aug 2022 -

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks.

The Long-Term Value of a Financial Plan

24 Aug 2022 -

You’ve probably heard this before – having a financial plan is necessary to achieve financial goals.

Americans Experiencing More Financial Stress

22 Aug 2022 -

More than half of Americans (58 percent) believe we are already in a recession and financial stress is still in negative territory.

College Savings, 529 Plans and Inflation

18 Aug 2022 -

Recent school graduates and their families are thinking about their financial future.

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