David Lerner Associates Newsroom

Featured Story

25 Feb 2020 -

What exactly does financial freedom mean? Simply put, a situation where you don’t have to worry about how to pay for obligations and how to achieve financial goals.

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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The Savings Crisis in America

26 Feb 2020 -

It’s a sobering thought that 60 percent of Americans don’t have the savings to cover a $1000 emergency and 40 percent don’t have enough saved to cover even a $400 expense.


Saving to Achieve Financial Freedom

25 Feb 2020 -

What exactly does financial freedom mean? Simply put, a situation where you don’t have to worry about how to pay for obligations and how to achieve financial goals.


Student Loans or Retirement Planning? That is the Question.

21 Feb 2020 -

Do you forego your retirement benefits so that you can pay off your student loans? Or do you build a healthy 401k and manage your college debt by yourself?


Retirement Planning Information

The Current State of Retirement

14 Feb 2020 -

There's a sea change happening in how the American population is retiring. It’s shifted from most retiring in their sixties to a trend of working as long as possible.


Retirement Strategies for Late Starters

3 Feb 2020 -

76 million Baby Boomers are just around the corner from retirement and despite statistic, the not-so-awful news is that even for late starters there is still time to get retirement savings back on track.


Retirement Realities

10 Jan 2020 -

The average retirement age in America is 63, and retirement lasts about 18 years. That means that you’ll need enough money to last you until you are 81 years old.


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

3/21/2020 10:00 AM - 5:00 PM:

Cabin Fever-Custom Car and Motorcycle Show

4/18/2020 10:00 AM - 4/19/2020 5:00 PM:

2020 Connecticut Better Home Show

  • Press Contacts

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