David Lerner Associates News

How to Plan for Financial Stability During Retirement

11 May 2022 -

The goal of retirement is to enjoy the fruits of your labor.


Teens Feel Unprepared to Finance Their Futures

9 May 2022 - The last two years have created uncertainty and anxiety for many Americans. 

Inflation Threatens Small Business Recovery

4 May 2022 -

The American economy has been recovering from the effects of the pandemic.


Small Business in America and the Great Resignation

2 May 2022 -

National Small Business Week is celebrated during the first week of May every year


How Rising Costs Will Affect Retirees

29 Apr 2022 -

Inflation is at the highest rate in 40 years. Millennials born after 1990 are experiencing rapid inflation for the very first time


Financial Literacy Required for Graduation in Many States

27 Apr 2022 - According to the 2022 Survey of the States conducted by the Council for Economic Education. 47 states offer some form of personal finance education in their curriculum.

Retirement and Debt

25 Apr 2022 -

Retirement is something that should be enjoyed, not dreaded. As you age you find out that there are certain things that are more important than others.


Is the Russia-Ukraine War a Threat to the Global Economy?

21 Apr 2022 -

Before Russia stunned the world by invading Ukraine, it was widely believed that the economic ties formed through globalization would help promote peace.


College and a 529 Plan

21 Apr 2022 -

Costs are rising. We are seeing inflation hit record highs and the cost of living is soaring around the world


Financial Literacy Games for the Whole Family

18 Apr 2022 - Making sure that your kids are well taken care of and have the best possible opportunities and education is a top priority for all parents

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

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