David Lerner Associates Newsroom

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13 May 2021 - Once the coronavirus pandemic hit, both outstanding credit card debt and credit limits from issuers dropped for the first time in many years.

David Lerner Associates News

1 Jul 2013 - One decision you have to make when changing jobs is what to do with the money youve accumulated in your company retirement account (e.g., 401[k], 403[b] or 457 plan).
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How to Get Help This Year

24 Jun 2021 -

The American Rescue Plan Act of 2021 has granted an extension of those benefits up to September 6, 2021for people already receiving unemployment. 


Gigging into the future

21 Jun 2021 -

Gigging and freelance work has increased three times faster than any other part of the American workforce since 2014 


Travel Tips for the Summer

15 Jun 2021 -

Many Americans are looking  forward to the great reopening and with the summer months ahead, travel is something that may be first on the list.


Retirement Planning Information

Both Retirement Savings and Consumer Index on the Rise

17 Jun 2021 -

Retirement savings are ticking upward, according to an analysis of retirement assets by Fidelity for the first quarter of 2021.


When to Start Planning for Retirement

10 Jun 2021 - According to some experts, retirement doesn’t necessarily need to be your priority in your 20s, as you still have time on your side.

Retirement Increasing During COVID

3 Jun 2021 -

New census data shows a greater share of workers over 65 made the decision to retire during the COVID pandemic.


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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