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

20 Jan 2012 - According to a recent report from the AARP people who provide assistance to a loved one with a long-term illness or disability do not see themselves as "caregivers", but instead through their relationship with the disabled.
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Investment Fraud in America

21 May 2020 -

The FTC (Federal Trade Commission) estimates that millions of Americans are victims of consumer fraud each year. Older investors are a favorite target of fraudsters who focus on investments.


Boomers Staying Connected

19 May 2020 -

The Coronavirus crisis has affected millions, but Boomers have been hit harder in more ways than one. Staying connected is more important than ever.


The COVID Effect

14 May 2020 -

The devastating impact of the coronavirus has people wondering how they are going to get through the year and what the future holds. 


Retirement Planning Information

Social Security and Coronavirus

11 May 2020 -

According to the SSA and the IRS, the monthly Social Security payments will continue as normal but there will be one change.


Tips for Early Retirement

30 Apr 2020 -

With all this attention on packing up your work-life early and jumping into a pre-age-65 retirement, let’s take a closer look at some of the facts, and some tips to get you there.


Social Security Retirement Age

28 Apr 2020 -

Full retirement is the age you can receive 100 percent of your benefits. It used to be 65 but there has been some talk about raising the Social Security retirement age.


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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