David Lerner Associates News

Divorce and Social Security

28 Feb 2022 - When you are planning on retirement you may be thinking about the rest of your life and what is in store for you.

Income Investing Advice

25 Feb 2022 -

Playing the investing game is at the best of times a volatile and fluid activity, depending on your approach to it.

What are HRAs?

23 Feb 2022 -

Worrying about healthcare is not an (excuse the pun) healthy way to live.

The Economic Effects of COVID-19 on Women

21 Feb 2022 -

Since COVID-19 struck our shores in early 2020, women have been hurt the most economically.

Protect Your Nest Egg from Inflation

18 Feb 2022 -

After a lengthy period of low-interest rates, there’s now concern about rising inflation.




Financial Planning for Starting a Family

16 Feb 2022 -

If you have children or are considering starting a family, you may have started thinking about what that will mean for your finances.

6 Smart Financial Strategies to Start Using in Your 20s

11 Feb 2022 -

Financial responsibility is definitely not a priority for most young adults. 

Debts You Should Pay off Before Retirement

9 Feb 2022 - As one prepares for retirement, it would be wise to prioritize which debts to focus on before you give notice to your employer that you’ll be exiting the workforce

Federal Tax Filing Season Has Started

8 Feb 2022 -

The IRS announced that the starting date for when it would accept and process 2021 tax-year returns was Monday, January 24, 2022.

Financial Planning for Small Businesses and Entrepreneurs

7 Feb 2022 -

Small and mid-size businesses are the backbone of the U.S. economy. Actually, they make up the lion’s share of American business.

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