David Lerner Associates Newsroom

Featured Story

9 Nov 2019 -

Women have historically had less financial freedom than their male counterparts and the problem is, that for certain women, their retirement is at risk - and it isn’t whom you might think

David Lerner Associates News

23 Dec 2015 - With 2015 coming to an end, many Americans are taking stock of their accomplishments of the past year and setting goals for the coming 12 months. Here are some ideas to help achieve your financial goals this year.
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Getting Your Finances in Order

15 Nov 2019 -

Just over 40 percent of Americans say they would give themselves a perfect score when it came to managing their money, but 29 percent of them don’t handle their finances very well at all. 


Mortgage Fraud-How Seniors Can Avoid It

11 Nov 2019 -

There is a scam that combines identity theft and mortgage fraud. The FBI says house stealing is not widespread, but it's a crime they are monitoring closely.


Women at Risk

9 Nov 2019 -

Women have historically had less financial freedom than their male counterparts and the problem is, that for certain women, their retirement is at risk - and it isn’t whom you might think


Retirement Planning Information

Retirement Strategies for the Almost Retired

18 Nov 2019 -

The average pre-retirement Boomer only has about $9000 per year in retirement income headed their way and a shocking one-third of Americans say they have zero retirement savings.


Retirement: Top 5 Most Expensive States

1 Nov 2019 -

One of the things to consider is where to live and what the cost of living will be when you retire. These are the most expensive states for retirees.


National Save for Retirement Week

21 Oct 2019 -

National Save for Retirement Week is October 20-26. This would be a good time to take stock of your current retirement plans


Women's Financial Literacy

Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family, and plan for retirement. Financial literacy guides financial decisions


Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family and plan for retirement. Making educated financial decisions is essential.


Budgeting: Men vs. Women

6 Aug 2018 -

It’s very interesting to see how men and women in America are budgeting and living across the gender gap.


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    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com