David Lerner Associates News

5 Things to Know About 529 Plans

5 Apr 2019 -

With higher education becoming more and more expensive, parents need to start preparing for these expenses.There’s no better time to start investing for higher education needs than right now.


The Financial Literacy Gap

1 Apr 2019 -

Financial Literacy is an issue in our country. It’s no secret that improving your financial education will increase your ability to manage your money well. 


Tax Season is Here Again

29 Mar 2019 -

This year the IRS started processing taxes in January after a temporary measure halted the government shutdown. This tax season will be the first full one after the landmark tax reform law passed in late 2017.


Making the Best Income Investing Choices

27 Mar 2019 -

.laying the investing game is a volatile and fluid activity, even in the best of times. We all want more stable finances -.what is now being referred to as “Financial Wellness.”


Improving America’s Personal Finances

25 Mar 2019 -

Whether you're playing catch up on retirement savings, working to eliminate debt, or building wealth, it pays to be financially savvy and to have your personal finances in order


Enhanced Financial Counseling for Young Adults

20 Mar 2019 -

Recently, Congress voted on a bill that would improve financial counseling for student borrowers — online or in-person sessions for any student with a federal loan or a grant. 


4 Tips for Success in 2019

18 Mar 2019 -

If you want success, you have to be able to define exactly what you’re aiming for, or you’ll never know if you have achieved your goals. So what constitutes success and how do you measure it? 


The Student Loan Trap

11 Mar 2019 -

Getting a diploma or degree from an education facility might sound amazing, but spending money you don’t have is never a good plan. 


Women Need to be More Hands-On Financially

8 Mar 2019 -

It is important for everyone to keep tabs on their finances, , but although more women are taking control of household finances, they are no more prepared to meet long-term financial goals than they were a decade ago.


March Madness for Your Finances

7 Mar 2019 -

It’s time for March Madness! It’s also tax season. By now you should have all your tax documents collected and ready to go.


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

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