David Lerner Associates Newsroom

Featured Story

17 Feb 2020 -

The third Monday of February is set aside to celebrate Presidents’ Day. This year instead of rushing to our nearest outlet store, let’s take a look at some money wisdom we can learn from past presidents

David Lerner Associates News

14 Mar 2014 - Although there have been a number of changes to the Affordable Care Act (commonly known as Obamacare) in recent months the ACA is major provisions still remain in force.
RSS

Money and the Sexes

19 Feb 2020 -

An abundance of evidence exists that wealth and income disparity between men and women in America is still a real concern.


Money Tips We Can Learn from Our Past Presidents

17 Feb 2020 -

The third Monday of February is set aside to celebrate Presidents’ Day. This year instead of rushing to our nearest outlet store, let’s take a look at some money wisdom we can learn from past presidents


2020 by the Numbers

14 Feb 2020 -

Increases in the amount you receive from SSA, as well as new retirement saving plan limits, mean you could be better off this year than last.


Retirement Planning Information

The Current State of Retirement

14 Feb 2020 -

There's a sea change happening in how the American population is retiring. It’s shifted from most retiring in their sixties to a trend of working as long as possible.


Retirement Strategies for Late Starters

3 Feb 2020 -

76 million Baby Boomers are just around the corner from retirement and despite statistic, the not-so-awful news is that even for late starters there is still time to get retirement savings back on track.


Retirement Realities

10 Jan 2020 -

The average retirement age in America is 63, and retirement lasts about 18 years. That means that you’ll need enough money to last you until you are 81 years old.


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

3/21/2020 10:00 AM - 5:00 PM:

Cabin Fever-Custom Car and Motorcycle Show

4/18/2020 10:00 AM - 4/19/2020 5:00 PM:

2020 Connecticut Better Home Show

  • Press Contacts

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