David Lerner Associates News

Managing Credit Card Debt

30 Jan 2019 -

Credit card debt can have a negative effect on your financial wellness plans. The average U.S. household debt is $16,425 - an increase of 11% in the past decade.

The Wealth Gap for Women

28 Jan 2019 -

Wealth inequality is not only more extreme than income inequality, but it reveals disparities that are hidden when income is the indicator of economic status

Interest Rates Increase in 2019

23 Jan 2019 -

The Federal Reserve recently increased interest rates by a quarter point and it seems the rate hike is set to increase even further by all accounts, possibly three more times in 2019.

David Lerner Associates Consolidates New Jersey Offices to Enhance Customer Service and Efficiency

17 Jan 2019 -

As of Friday, January 18, the company’s office in Teaneck will be merged into its newly renovated office in Lawrenceville. To ensure a seamless transition, all phone numbers will remain the same.

Building Wealth One Step at a Time

16 Jan 2019 -

Wealth is not something that happens haphazardly - building wealth takes time and has to be done carefully, deliberately, and strategically.

7 Ways to Increase Net Worth

11 Jan 2019 -

Understanding what your net worth is and how you stack up against others in your age group will help you gauge how much you can spend versus save on an annual basis.

529 Plans and Quality Education

9 Jan 2019 -

A 529 plan just got more interesting. New laws have made it possible to use the money in a 529 plan to pay for a K-12 private school in certain states

Planning Your Financial Wellness for the Future

7 Jan 2019 -

We all want what is referred to as Financial Wellness - a healthy overall financial picture and the resulting quality of life

Financial Wellness Strategies for the Whole Family

4 Jan 2019 -

According to a recent survey, Americans' financial regrets center on decisions which most affect the family's financial wellness

Get Your Finances in Order for the New Year

2 Jan 2019 -

If you haven’t gotten your finances in order, now’s the time to do it. Only 28% of Americans are considered “financially healthy” while more than half (55%) are just coping.

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    Jake Mendlinger
    Account Manager
    516.829.8374 X 232

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