David Lerner Associates News

How to Deal with Debt When a Loved One Passes Away

8 Sep 2020 -

A surviving spouse or children face more than just overwhelming emotions — they may also face the challenge of having to settle a loved one’s outstanding debts.


What You Need to Know about Life Insurance

3 Sep 2020 -

Death is inevitable and in preparation for that event day, life insurance is something that stands apart from other kinds of insurance. 

Marriage - Managing Coronavirus

1 Sep 2020 -

The coronavirus pandemic saw people sheltering in place all over the world and thrust into close proximity for long periods with their spouses.

Gap Year for College Kids

27 Aug 2020 -

Many folks are rethinking their plans for the coming academic year. Completed applications are down 45 percent compared to the same period last year.

Emergency Funds in Uncertain Times

25 Aug 2020 -

in 2020, the world woke up one day, and we found we were living in strange and different times. We went from a historic, prosperous market to an economic shutdown overnight. 

Unemployment and Credit Card Debt

18 Aug 2020 -

For those who aren’t taking advantage of federal and state benefits, it would make sense that credit cards could be the only alternative. 

Money and Relationships

6 Aug 2020 -

If you think that relationships are hard when life is “normal,” think about the many situations that are bringing the cracks to light in relationships around the world today.

Summertime and Savings

5 Aug 2020 -

Even though it's been a strange summer,  there are still opportunities to loosen your purse strings -  weekend getaways, backyard barbeques, bottomless margaritas.

Things to do During a Financial Downturn

28 Jul 2020 -

Weathering a storm of financial uncertainty will take a lot more than a stimulus check or a small business loan.

Summer Financial Tips

23 Jul 2020 -

There will be many opportunities to loosen your purse strings and revel in the much-missed freedom of a restriction-less summer.

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    Jake Mendlinger
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    516.829.8374 X 232

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