David Lerner Associates Newsroom

Featured Story

3 Sep 2019 -

When it comes to life insurance, your needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, career stage, and your goals.

David Lerner Associates News

30 Dec 2013 - Evey year we make New Year is resolutions. Here are three suggestions for New Year is financial resolutions for individuals in their 70s.
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What is the Financial Future of Millennials

16 Sep 2019 -

Millennials are delaying marriage and homeownership and parenting for longer than any previous generation. 


Life Insurance for Women

9 Sep 2019 -

Life insurance is essential financial protection for everyone. And some might argue that it is even more so for women than it is for men.


Self-employment on the Rise

6 Sep 2019 -

Self-employment was key for the nation’s recovery from the recession. Between the middle of 2009 and the middle of 2013, 60% of the jobs created were from small businesses. 


Retirement Planning Information

The Secure Act

13 Sep 2019 -

The Secure Act, a retirement bill backed by both Republicans and Democrats has been passed by the House of Representatives and is moving closer to becoming law. 


Saving for Retirement with Student Debt

11 Sep 2019 -

Saving can be difficult if you’re saddled with student debt, as so many young graduates are. So you have two competing goals – pay your loans and save for retirement.


Identity Theft and Retirement

16 Aug 2019 -

Pursuit of seniors’ “nest eggs” is one of the fastest growing consumer fraud issues today. Con artists of all types are finding ways to steal the savings of aging retirees.


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

9/20/2019 9:00 AM - 9/22/2019 5:00 PM:

Long Island Fall Home Show

  • Press Contacts

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