Financial Wellness and Your Retirement
62% of Americans reported money was a significant source of stress in their lives. Money plays a critical role in our lives, and not having enough of it impacts health as well as performance.
David Lerner Associates Consolidates New Jersey Offices to Enhance Customer Service and Efficiency
As of Friday, January 18, the company’s office in Teaneck will be merged into its newly renovated office in Lawrenceville. To ensure a seamless transition, all phone numbers will remain the same.
Building Wealth One Step at a Time
Wealth is not something that happens haphazardly - building wealth takes time and has to be done carefully, deliberately, and strategically.
Debt and Your Retirement
Debt can ruin a retirement, especially for women. Here are some debts that need your attention before your retirement day arrives
7 Ways to Increase Net Worth
Understanding what your net worth is and how you stack up against others in your age group will help you gauge how much you can spend versus save on an annual basis.
529 Plans and Quality Education
A 529 plan just got more interesting. New laws have made it possible to use the money in a 529 plan to pay for a K-12 private school in certain states
Planning Your Financial Wellness for the Future
We all want what is referred to as Financial Wellness - a healthy overall financial picture and the resulting quality of life
The Cooling Real Estate Market
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