David Lerner Associates Newsroom

Featured Story

18 Mar 2020 -

Coronavirus Update: Information about the steps David Lerner Associates is taking to provide uninterrupted service to our clients.

 

David Lerner Associates News

9 Jan 2019 -

A 529 plan just got more interesting. New laws have made it possible to use the money in a 529 plan to pay for a K-12 private school in certain states

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Money Disorders

3 Apr 2020 -

Allowing your finances to get away from you is sadly a common affliction among Americans and a real problem in today's modern world.


Looking Ahead Financially

1 Apr 2020 -

Pandemics eventually fizzle out and life will return to normal. When that happens, you need to be prepared to rebuild your financial future.


Teaching Kids Financial Literacy

30 Mar 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

A Wealthy Retirement

27 Mar 2020 -

We'd all like to have a stress-free financial future, but unfortunately, that isn’t the reality for everyone. The biggest barrier is a lack of strategic preparation for Retirement Day.


When to Retire

13 Mar 2020 -

All of us will, at some point in our lives, stop working, and when that happens, either we will be prepared, or we will be faced with serious difficulty.


What Millennials Can Expect When They Retire

2 Mar 2020 -

Compared to Boomers who are moving into retirement now, the first wave of Millennials who will be retiring in 2050 could be facing a much bleaker future


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.


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  • Press Contacts

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