David Lerner Associates Newsroom

Featured Story

1 Jan 2020 -

2020 is upon us. Besides taking a moment to let your mind be blown by the increasing rate of passing time as we grow older, perhaps it is also time to take a look forward, and see what you can do in the next year. 

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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Saving for College in the U.S.

13 Jan 2020 -

Although 70 percent of parents want to cover the cost of college completely, they’re only going to be able to cover 29 percent of the cost by the time their kids are ready for college.


Facts about Long-Term Care

8 Jan 2020 -

Nearly 70 percent of Americans 65 and older will require some form of long-term care. Nursing home care in a private room is now more than $100,000 a year.


Teach Them Well

3 Jan 2020 -

Making sure that your kids understand how money works is very important — it’s a life skill they'll use every day and they'll thank you for it later in life..


Retirement Planning Information

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.


Real Planning for Old Age

6 Jan 2020 -

The harsh fact is that even if you don’t want to stop working, you may have to as you age. There are a few things that must be done to provide your future self with a secure financial retirement. 


Has the Retirement Crisis Been Averted?

30 Dec 2019 -

81 percent of retirees described their retirement as either as good or better than their preretirement years. As far back as 1992, only 65 percent of retirees in the U.S. felt that way.


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

1/16/2020 10:00 AM - 1/19/2020 5:00 PM:

Hartford Boat Show

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