David Lerner Associates News

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.

Personal Finance Lessons from 2020

28 Dec 2020 -

Many people experienced financial woes this past year. 2020 certainly has been an interesting year, to say the least

Small Business Hit Hard by the Pandemic

28 Dec 2020 -

Since the coronavirus showed up on the scene earlier this year things have become quite serious for many small business owners.

Overcoming the American Savings Deficit

3 Dec 2020 -

If you were hit with an unexpected cost of $500 to $1000, would you be able to take care of it without using credit cards or using only your savings?

Holiday Spending 2020

19 Nov 2020 -

This year, the holidays will most likely look a little different that most other years.  We will find a way to celebrate the holidays — just in smaller groups, most likely.  

Ending the Year with Financial Stability

19 Nov 2020 -

Taking control of your financial affairs and understanding them completely is the best way to move forward into the New Year.

The Housing Crisis for Boomers

17 Nov 2020 -

Over the next 20 years the number of all U.S. households age 65 and over, will jump a huge amount, from 26 percent in 2018 to 34 percent in 2038.

Strategies for Smart Investing

12 Nov 2020 -

Building a healthy investment portfolio requires some smart strategies and an investment mindset. It also requires financial literacy.

The Next Global Recession

10 Nov 2020 -

During the height of Covid quarantines, Bloomberg Economics announced that the chance of a recession stands at 10D percent

College Disruption Continues

5 Nov 2020 -

As 2020 moves into its final chapter, a growing number of colleges have taken the decision to delay their start times.

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    Jake Mendlinger
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    516.829.8374 X 232

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