David Lerner Associates Newsroom

Featured Story

28 Dec 2020 -

Since the coronavirus showed up on the scene earlier this year things have become quite serious for many small business owners.

David Lerner Associates News

27 Aug 2014 - There are numerous different types of qualified plans, but they all fall into two categories. The advantages you receive from the plan depend upon investment performance.
RSS

Family and Financial Planning

2 Jan 2021 -

Stresses on the family core can come in many forms, but money, as it turns out, can be one of the largest factors of all.


Small Business Hit Hard by the Pandemic

28 Dec 2020 -

Since the coronavirus showed up on the scene earlier this year things have become quite serious for many small business owners.


Overcoming the American Savings Deficit

3 Dec 2020 -

If you were hit with an unexpected cost of $500 to $1000, would you be able to take care of it without using credit cards or using only your savings?


Retirement Planning Information

Best States to Retire in 2020

30 Dec 2020 -

The arrival of the coronavirus in the U.S. added several factors to consider if you are thinking about where you are going to retire. 


The Retirement Gender Gap

30 Nov 2020 -

While great strides have been made — and are still being made — toward gender equality, how does this translate into retirement planning?


Stimulus and Social Security

24 Nov 2020 -

The economic uncertainty we all faced this year has made many folks worry about their finances, and they’re searching for ways to improve their income. 


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.


  • Events & Appearances