David Lerner Associates News

Top 5 Money Mistakes of Young Couples

25 Mar 2022 - When you’re newly married, you’ll probably face some new challenges and might not feel you’re ready for these new responsibilities. 

Spring Break Savings

23 Mar 2022 - Springtime is almost here, and in many places around America, the weather is already taking a turn for the warmer.

The Future of Education

21 Mar 2022 - The global catastrophe that occurred due to the pandemic affecting all of our livelihoods and plans has been nothing short of disruptive.

Discover Your Financial Values

18 Mar 2022 - We all relate to the idea of having values. However, we tend to think of things like honesty and kindness when we consider our values. 

Protect Your Finances from Inflation

16 Mar 2022 -

The pandemic has had many negative effects. Inflation is one that may stay with us for a while. It can eat into your savings and your plans for the future

Thinking of Quitting Your Job? Be Certain You're Prepared

11 Mar 2022 -

The pandemic has created what’s being called The Great Resignation – millions of Americans are redefining their work/life balance, work conditions, work environments, and job conditions. 

Tax Season 2022

9 Mar 2022 -

Every year there are things that we need to be on the lookout for when it comes to tax season. In 2022, this year is no different.

Global Finance: Kicking Russia Out of SWIFT

7 Mar 2022 -

Over the past days, the United States and other countries have imposed various sanctions on Russia for its invasion of Ukraine.

Colliding Forces: Russia, Oil, Inflation, and Market Volatility

3 Mar 2022 -

The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the United States, Europe, and their allies. 

There's Still Time to Contribute to an IRA for 2021

1 Mar 2022 -

Even though tax filing season is well underway, there's still time to make a regular IRA contribution for 2021

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