David Lerner Associates News

Money Disorders

3 Apr 2020 -

Allowing your finances to get away from you is sadly a common affliction among Americans and a real problem in today's modern world.

Looking Ahead Financially

1 Apr 2020 -

Pandemics eventually fizzle out and life will return to normal. When that happens, you need to be prepared to rebuild your financial future.

Teaching Kids Financial Literacy

30 Mar 2020 -

Making sure that your kids understand how money works is very important — it’s a life skill they'll use every day and they'll thank you for it later in life..

Higher Education and a 529 Plan

25 Mar 2020 -

Higher education is becoming more and more unattainable for many families, especially if there is no plan in place.

Can You Afford an Emergency?

23 Mar 2020 -

For some things, you obviously can’t prepare. But you can put things in place just in case. Prepare for the worst, and hope for the best. 

A Message from Our President

18 Mar 2020 -

Coronavirus Update: Information about the steps David Lerner Associates is taking to provide uninterrupted service to our clients.


How to Write a Perfect Business Plan

18 Mar 2020 -

A business plan is a valuable document that describes the nature of your business, provides direction, and attracts investors; a business plan is vital for the success of your organization

The Debt Stress Factor

11 Mar 2020 -

72 percent of Americans are somewhat stressed about money, and studies show that 22 percent experienced “extreme” stress over their finances.


Financial Tips for Small Business Owners

9 Mar 2020 -

Being an entrepreneur can be a massive challenge and a stressful endeavor, but the rewards can be tenfold

Life Insurance

4 Mar 2020 -

Making an important decision regarding your life insurance — and which type of life insurance — might turn out to be one of the most important decisions of all.

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    Jake Mendlinger
    Account Manager
    516.829.8374 X 232

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