David Lerner Associates News

The Cooling Real Estate Market

31 Dec 2018 -

Higher costs are making a dent in the demand and creating a cooling real estate market. Mortgage applications fell to a four-year low recently


Millennial Savings

28 Dec 2018 -

More than 60 percent of Americans have less than $1,000 in their savings accounts, and 21 percent don’t even have a savings account. Millennials are doing better than average.


Interest Rates to Increase in 2019

26 Dec 2018 -

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


Identity Theft - Don’t Get Swindled

24 Dec 2018 -

Identity theft is on the rise, and Americans are in more danger than ever before. Account takeovers have increased 61 percent since 2015 and resulted in $2 billion in losses.


Massive Wealth Transfer Ahead

21 Dec 2018 -

As the Boomer generation moves towards retirement, the next three decades are going to see a shift in generational wealth the like of which the United States has never seen


Financial Stability and the Next Recession

19 Dec 2018 -

What can be done to weather another potential downturn?  Here are some things that may help in a financial storm


Holiday Season Spending

15 Dec 2018 -

The holiday season is here! It's a time for giving but unless you monitor your spending and credit card activity, there are some costly blunders that can be made.  


College Saving Increases

12 Dec 2018 -

If you have children, college is one of the major expenses that lies ahead. Many families are saving as much as they can, but for some, it’s not enough.


The Future of Millennials’ Finances

5 Dec 2018 -

Millennials could take a lesson from Baby Boomers when it comes to financial advisors and planning for the future.


Medicaid and Long-Term Care

1 Dec 2018 -

10,000 Baby Boomers are turning 65 every day from now until 2030. The future costs of long-term care should be a top concern for soon-to-be retirees. 


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  • Press Contacts

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

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