David Lerner Associates News

Investment Fraud in America

21 May 2020 -

The FTC (Federal Trade Commission) estimates that millions of Americans are victims of consumer fraud each year. Older investors are a favorite target of fraudsters who focus on investments.

Boomers Staying Connected

19 May 2020 -

The Coronavirus crisis has affected millions, but Boomers have been hit harder in more ways than one. Staying connected is more important than ever.

The COVID Effect

14 May 2020 -

The devastating impact of the coronavirus has people wondering how they are going to get through the year and what the future holds. 

Older Americans Month in May

7 May 2020 -

May is the national observance of Older Americans Month, but this year due to the coronavirus many older Americans will be at home. 

Getting Your Finances Organized

24 Apr 2020 -

If over the last 10 years you have had any problems with your finances, you’re not alone. [1] Only 28% of Americans are considered “financially healthy.” 

The Basics of Financial Literacy

22 Apr 2020 -

Financial literacy is the possession of the set of skills and knowledge that allows an individual to make informed and effective decisions with all of their financial resources. Wikipedia

Tax Changes in 2020

20 Apr 2020 -

Taxes are something we all must deal with, but this year there may be some good news for us all. the IRS has made inflation adjustments to a range of key figures from the amount you can put in a 401(k)

Staying Focused on Your Finances

14 Apr 2020 -

The bright lights and blinking pixels constantly demand attention, but focusing instead on your finances will pay dividends in the long run. 

Small Business Life Insurance

9 Apr 2020 -

Self-employed Americans and the people working for them accounted for 30 percent of the nation's workforce or 44 million jobs in total

Investment Fraud in America

6 Apr 2020 -

Older investors are a favorite target of fraudsters who focus on investments. The pursuit of seniors’ “nest eggs” is one of the fastest-growing consumer fraud issues today. 

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