David Lerner Associates Newsroom

Featured Story

3 Apr 2023 - Living on just a social security check when you are retired can be a challenge, especially if you have not saved enough money for your golden 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).
RSS

New Clean Vehicle Tax Credit Guidance Issued

7 Jun 2023 -

Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles meeting certain requirements (including electric, plug-in hybrid, and fuel cell vehicles).


Financial literacy and saving for college

5 Jun 2023 -

The rise in cost is making it more important than ever for families to save for their children's education.


Financial literacy is a critical skill

2 Jun 2023 -

Financial literacy is a critical skill that every person should possess.


Retirement Planning Information

Baby Boomer Retirement Savings: How Do You Stack Up?

9 Jun 2023 -

Many boomers are coming face-to-face with a new American economic reality: Retirement means a transition into relatively hard times.


Best Lake-Towns to Retire to in 2023

26 Apr 2023 -

Retirement is a time to enjoy life to the fullest. You need to relax and pursue new interests.


Financial Literacy in Retirement

21 Apr 2023 -

The conventional life-cycle model of financial behavior suggests that people approaching retirement will be near or at the peak of their wealth accumulation process.


Women's Financial Literacy

9 Personal Finance Tools and Resources for Women

31 May 2023 -

Whether single, married, or divorced, working full time, or balancing career and family, women have a unique set of challenges.


Closing the Gender Gap in Investing

19 May 2023 - Gender equality and improving women's financial security need to be addressed.

Women: The Importance of Financial Literacy

10 Apr 2023 -

Women face unique challenges when it comes to managing their finances.


  • Events & Appearances