David Lerner Associates Newsroom

Featured Story

22 Aug 2022 -

More than half of Americans (58 percent) believe we are already in a recession and financial stress is still in negative territory.

David Lerner Associates News

30 Oct 2015 - In order to retire at age 65 you will likely need to have accumulated a sizable retirement nest egg by the time you reach your early 60s.

How to Maximize Your Social Security Benefits

26 Sep 2022 -

Retiring is a big step and it takes a lot of hard work to be able to retire completely

A 529 College Savings Plan Can Be Used for Many Disciplines

23 Sep 2022 -

Traditional colleges aren’t the only thing you can use the money in your 529 plan for.

2023 Social Security COLA Changes

21 Sep 2022 -

2023 will see some remarkable Social Security changes that will affect you if you are already retired and receiving benefits.

Retirement Planning Information

Rethinking Retirement

12 Sep 2022 -

Retirement is one of the biggest commitments in your life. 

Keep Retirement on Track with Sound Savings Strategies

29 Aug 2022 -

They say only death and taxes are a certainty.

How to Make More of Your 401K

25 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.

Women's Financial Literacy

Women’s Wealth Management is Growing in America

16 Sep 2022 -

There may still be a gap in wages and equity in the workplace but the face of wealth management in America is changing.

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

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