David Lerner Associates News

Holiday Debt

16 Dec 2019 -

Happy Holidays! Now put down that credit card — and back away slowly! The average debt incurred by Americans over the holidays has increased to over $1,000! 

Protecting Your Savings from Inflation

13 Dec 2019 -

Saving money is a basic financial habit that makes up part of your overall financial wellness. How you save, or where you put your money, is of equal importance, because of the effects of inflation on the value of money.

Is Debt Always a Bad Thing?

11 Dec 2019 -

Most Americans have some sort of debt. Having debt doesn’t necessarily have to be a bad thing if it is controlled and you pay the monthly amount on time, every month

The Long-Term Care Conundrum

9 Dec 2019 -

Many people over the age of 65 will need some assistance when it comes to daily living tasks. A side effect of the health crisis in America is that many older folks will need someone to help take care of them at some point.

How to Reach Your Financial Goals

6 Dec 2019 -

Setting realistic and achievable goals, following a strategic plan to make progress toward them, and tracking your progress is the key to success in attaining your financial goals.

Putting Your Affairs in Order

4 Dec 2019 -

55% of Americans pass away without a will or an estate plan. Here are some of the affairs that should be kept in order before we're referred to as the “dearly departed:” 

Make the Time to Prioritize Your Finances

2 Dec 2019 -

With so many different things competing for your attention, it’s easy to let financial planning slide. It may not be something you want to do, but it is something you need to do.

Parents are Making a Savings Mistake

29 Nov 2019 -

Setting cash aside so that your kids have a better life may seem like an obvious thing to do, but many parents aren’t saving anything, let alone doing it for their kids.


Thanksgiving for Finances

25 Nov 2019 -

In keeping with the spirit of the holiday, here are some ways to express thanks and take stock of your own personal financial landscape:

Savings Tips

22 Nov 2019 -

Here are some tips for saving more, so that you can reach your goals faster. And you’ll have more peace of mind when the time comes to retire.


  • Press Contacts

    Jake Mendlinger
    Account Manager
    516.829.8374 X 232

    • Connect With Us

    • RSS Feeds

    David Lerner News

    REIT Investments

    Retirement Planning Information

    Women's Financial Literacy

    • Tags