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

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).
RSS

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..


Higher Education and a 529 Plan

25 Mar 2020 -

Higher education is becoming more and more unattainable for many families, especially if there is no plan in place.


Can You Afford an Emergency?

23 Mar 2020 -

For some things, you obviously can’t prepare. But you can put things in place just in case. Prepare for the worst, and hope for the best. 


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.


  • Events & Appearances

  • Press Contacts

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