The Gift of Giving: Balancing Holiday Generosity with Financial Goals
Holiday generosity doesn't have to come at the expense of long-term goals. Find ways to give meaningfully while protecting your savings and retirement goal.
David Lerner Associates and Running Club Presents Donation to Family of Injured NCPD Officer
David Lerner Associates and The Greater Long Island Running Club presented Suzanne Hyland a check on behalf of Michael Hyland, an injured Nassau County Police officer.
Avoiding Debt Hangover: 4 Smart Ways to Manage Holiday Expenses
During this holiday season, learn ways to spend wisely. Read tips on budgeting, managing credit & avoiding debt from holiday expenses.
Cyber Monday Safety: How to Protect Your Money While Shopping Online
Understand Cyber Monday safety with steps to protect your money from scams, fraud & identity theft while shopping online.
Black Friday Tips: Smart Shopping and Year-End Savings
Black Friday shopping tips and year-end savings strategies. Learn how to shop smart, avoid debt, and maximize financial benefits during holiday sales.
Supporting Small Businesses: Empowering Local Economies and Your Community
Discover how shopping local boosts jobs, strengthens communities and keeps money in your local economy during this Small Business Saturday.
The 2025 Year-End Review: A Financial Checklist for Pre-Retirees
Evaluate your retirement readiness with a year-end review. Learn how to maximize 2025 tax advantages, prepare for expenses and review investment strategies.
Budgeting for Inflation: Unpacking the 2026 Social Security COLA
For 2026, the SSA has announced a 2.8% cost-of-living adjustment. Learn what the 2026 Social Security COLA means for your retirement budget.