David Lerner Associates Newsroom

Featured Story

4 Aug 2022 -

Some current indicators that suggest strength or weakness in the U.S. economy.

David Lerner Associates News

1 Apr 2015 - Right now this issue has been largely ignored by state laws. But unless future legislation exempts 529 plans from Medicaid rules, it would be wiser to assume that these assets could be subject to the state is grasp.
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College Savings, 529 Plans and Inflation

18 Aug 2022 -

Recent school graduates and their families are thinking about their financial future.


Pros and Cons of Credit Cards in 2022

16 Aug 2022 -

The global pandemic had an unprecedented effect on credit card debt.


Is the U.S. Economy in a Recession?

4 Aug 2022 -

Some current indicators that suggest strength or weakness in the U.S. economy.


Retirement Planning Information

How to Make More of Your 401K

11 Aug 2022 -

A 401(K) is one of the most used vehicles for saving for retirement. If you are an employee, putting money in your 401(K) is one of the best ways to start your retirement plan.


The Homebuyer Conundrum

9 Aug 2022 -

One of the things many retirees have on their list to to-do's is where to retire and in what type of home.


1 in 5 Older Americans Believe this Retirement Myth

6 May 2022 -

According to a Fidelity Investments survey, many older Americans subscribe to the belief that financial advisors would suggest using 10 to 15 percent of their retirement funds each year.


Women's Financial Literacy

Women Investors are Ahead of the Game

22 Jun 2022 -

Wealth and income disparity between men and women in America is still a real concern with the gender pay gap and other factors affecting women and their finances. 


Honoring Working Women

20 Oct 2021 -

while there are many areas of business where women are taking the lead, recent reports show that the last year-and-a-half has taken a bigger toll on women than men


Women Need Life Insurance

7 Sep 2021 -

Whether single, married, employed, or a stay-at-home mom, women need life insurance. 


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