Featured Story

David Lerner Associates: Financial Literacy Lessons for Your Kids

David Lerner Associates: Financial Literacy Lessons for Your Kids

05/03/2016 - Financial Literacy Month (also known as National Financial Capability Month) is an annual event taking place in April, centered on improving Americans' understanding of financial principles and practices. Here are some basic financial lessons that can be taught to our children that will be of great use to them as they grow.

More »

David Lerner Associates News

David Lerner Associates: Money Smart, Raising your Financial IQDavid Lerner Associates: Money Smart, Raising your Financial IQ

05/02/2016 - Money Smart Week was created by the Federal Reserve Bank of Chicago in 2002, and is a nationwide public awareness campaign designed to help the public better manage their personal finances and increase their financial literacy. Free seminars and activities are held around the country. The week runs from April 23-30.

David Lerner Associates: Women and Wealth in the United StatesDavid Lerner Associates: Women and Wealth in the United States

04/29/2016 - In the United States a substantial wealth gap exists between women and men. A study by Sociologists for Women in Society shows that the gender wealth ratio reveals economic inequalities that are masked by gender income ratios.

David Lerner Associates: Making the Best of Your Financial EducationDavid Lerner Associates: Making the Best of Your Financial Education

04/28/2016 - The statistics speak for themselves. Americans are woefully under-informed about their finances - especially younger folks. The financial literacy of high school students has fallen to its lowest level ever with a score of just 48.3%.

More »

Retirement Planning Information

David Lerner Associates: How to Fix Your Retirement PlanningDavid Lerner Associates: How to Fix Your Retirement Planning

02/22/2016 - Retirement planning can be an activity that if done right, could provide a much needed comfort zone post-employment. However, there are some pitfalls and definite ways to do it wrong. Here are some of the major errors that are made in the planning process, and how to correct them.

Rethink Your Retirement StrategiesRethink Your Retirement Strategies

01/07/2016 - One important area of your financial well-being you should be thinking about in January is retirement. The good news is that Americans saved more in 2015 - 5.1% up from 4.6% in 2013. The bad news is that less of this money went to retirement funds.

Baby Boomers Working in Retirement Need SkillsBaby Boomers Working in Retirement Need Skills

12/29/2015 - For many Baby Boomers in the U.S., working during retirement has become a necessary part of the plan. This could mean finding a new job or moving from full-time to part-time in the job they have now. A new study shows that the number of available jobs in the middle-skill level (41% of all jobs) is decreasing, while low-skill and high-skill jobs have increased. This means that Baby Boomers expecting to work in retirement might need to rethink their plan.

More »

Women's Financial Literacy

David Lerner Associates: US Not in Top 10 for Basic Financial Literacy TestDavid Lerner Associates: US Not in Top 10 for Basic Financial Literacy Test

04/05/2016 - When it comes to managing our personal finances, it appears that Americans could use a little help. In a recent global quiz, Americans did not even make the top 10!

David Lerner Associates: The Key to Understanding Your FinancesDavid Lerner Associates: The Key to Understanding Your Finances

02/24/2016 - Fortunately, understanding your finances is not as daunting as it might sound. It comes down to understanding some key elements, definitions, and numbers that make up the sum total of your financial life. Here are the things you'll need to know in order to get a good picture of your fiscal health and help you understand your finances.

David Lerner Associates: Smart Financial Advice for Female Entrepreneurs David Lerner Associates: Smart Financial Advice for Female Entrepreneurs

10/20/2015 - Although there have been some real advances for women in the workplace over the past decade, there are still challenges. One way to circumvent these challenges is to start your own business.

More »

Headquarters: 477 Jericho Turnpike, Syosset, NY 11791-9006