Investment Fraud in America
Older investors are a favorite target of fraudsters who focus on investments. The pursuit of seniors’ “nest eggs” is one of the fastest-growing consumer fraud issues today.
Money Disorders
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
Pandemics eventually fizzle out and life will return to normal. When that happens, you need to be prepared to rebuild your financial future.
A Wealthy Retirement
We'd all like to have a stress-free financial future, but unfortunately, that isn’t the reality for everyone. The biggest barrier is a lack of strategic preparation for Retirement Day.
Higher Education and a 529 Plan
Higher education is becoming more and more unattainable for many families, especially if there is no plan in place.
Can You Afford an Emergency?
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.
How to Write a Perfect Business Plan
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
A Message from Our President
Coronavirus Update: Information about the steps David Lerner Associates is taking to provide uninterrupted service to our clients.