David Lerner Associates News

The Benefits of Financial Literacy

29 Jan 2020 -

More than half of Americans (56%) say they are only somewhat financially literate, while 15 percent say they're not financially literate at all.


Smart Financial Decisions

27 Jan 2020 -

Building a healthy investment portfolio requires some well thought out strategies and a smart investment mindset. It also requires an overall smart-money lifestyle and financial literacy.


Investment Fraud in America

24 Jan 2020 -

Older investors are a favorite target of fraudsters who focus on investments. The pursuit of seniors’ “nest eggs” is one of the fastest-growing consumer fraud issues today.


Investment in Your 40s

22 Jan 2020 -

Once you have hit the big Four-O, you really need to start seriously thinking about how much you have saved.  Before you know it, you'll be 50, and retirement will be looming fast.


Saving for College in the U.S.

13 Jan 2020 -

Although 70 percent of parents want to cover the cost of college completely, they’re only going to be able to cover 29 percent of the cost by the time their kids are ready for college.


Facts about Long-Term Care

8 Jan 2020 -

Nearly 70 percent of Americans 65 and older will require some form of long-term care. Nursing home care in a private room is now more than $100,000 a year.


New Year Resolutions for 2020

1 Jan 2020 -

2020 is upon us. Besides taking a moment to let your mind be blown by the increasing rate of passing time as we grow older, perhaps it is also time to take a look forward, and see what you can do in the next year. 


Streamline Your Finances in 2020

27 Dec 2019 -

Most Americans report feeling stressed about money, at least some of the time. Here are some things that can be done to alleviate that stress and streamline your financial wellness in the coming year


How to Eliminate Debt

26 Dec 2019 -

Debt has become part and parcel of many American’s lives and has become the norm. How do you get rid of deb, and take back control of your finances? 


3 Trends that Could Affect Your Future

23 Dec 2019 -

There’s been a lot of disruption in the financial markets in the last few years, and many Americans are feeling troubled by the changes and uncertainties. These trends that could impact your retirement plan.


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  • Press Contacts

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

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