David Lerner Associates News

Top Saving Tips

29 Feb 2020 -

Giving your family the best chance at a brighter future means setting money aside so that you don’t have to worry about financial burdens or an emergency that crops up.

How Debt Impacts Saving and Your Financial Future

28 Feb 2020 -

A recent Bankrate study found that 29 percent of Americans have more credit card debt than they do emergency savings. And the problem is getting worse

The Savings Crisis in America

26 Feb 2020 -

It’s a sobering thought that 60 percent of Americans don’t have the savings to cover a $1000 emergency and 40 percent don’t have enough saved to cover even a $400 expense.

Saving to Achieve Financial Freedom

25 Feb 2020 -

What exactly does financial freedom mean? Simply put, a situation where you don’t have to worry about how to pay for obligations and how to achieve financial goals.

Student Loans or Retirement Planning? That is the Question.

21 Feb 2020 -

Do you forego your retirement benefits so that you can pay off your student loans? Or do you build a healthy 401k and manage your college debt by yourself?

Money and the Sexes

19 Feb 2020 -

An abundance of evidence exists that wealth and income disparity between men and women in America is still a real concern.

Money Tips We Can Learn from Our Past Presidents

17 Feb 2020 -

The third Monday of February is set aside to celebrate Presidents’ Day. This year instead of rushing to our nearest outlet store, let’s take a look at some money wisdom we can learn from past presidents

2020 by the Numbers

14 Feb 2020 -

Increases in the amount you receive from SSA, as well as new retirement saving plan limits, mean you could be better off this year than last.

Invest in Your Kids

10 Feb 2020 -

Over the next two and a half decades it is said that approximately $68 trillion in U.S. wealth is expected to change hands from older generations and be in the hands of younger folks.

SALT Tax Changes

31 Jan 2020 -

There have been some changes to state and local tax laws and the average American might see the refund that they depend on drop to record lows. 

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