David Lerner Associates Newsroom

Featured Story

2 Jun 2022 -

A child’s brain develops faster in the first five years than at any other time in their lives.

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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Vacation Safety Tips

24 Jun 2022 - If you are planning on a summer vacation then there are some things you’ve probably already thought of in terms of staying safe — sunscreen, lifejacket, bug spray, etc.

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. 


Is There a Recession on the Way?

20 Jun 2022 - The world has taken a battering over the last few years. The covid pandemic ran riot and devastated businesses

Retirement Planning Information

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.


Retirement and Debt

25 Apr 2022 -

Retirement is something that should be enjoyed, not dreaded. As you age you find out that there are certain things that are more important than others.


Can You Live on Social Security Alone?

14 Feb 2022 -

Retiring and relaxing is not something you can do if you don’t have money.


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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