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Family and Financial Strategies

Family and Financial Strategies

07/24/2017 - Some of the most common financial regrets among Americans were not saving for retirement, followed by saving for emergency expenses, taking on too much debt, and not saving for their children's education.

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David Lerner Associates News

How to Manage your Credit Card DebtHow to Manage your Credit Card Debt

07/21/2017 - If paying down your credit card debt is something that you are trying to do, here are some tips.

Simplifying Retirement SavingsSimplifying Retirement Savings

07/19/2017 - For the average person, saving for retirement doesn't need to be so confusing. Here is some simple and understandable retirement advice.

David Lerner Associates Announces 8th Annual Charity Car Show to Benefit the Nassau-Suffolk Chapter of the Autism Society of AmericaDavid Lerner Associates Announces 8th Annual Charity Car Show to Benefit the Nassau-Suffolk Chapter of the Autism Society of America

07/19/2017 - David Lerner Associates has announced the 8th Annual David Lerner Associates Charity Car Show will be held on Sunday, July 23, 2017.

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Retirement Planning Information

Is it Possible to Retire Wealthy?Is it Possible to Retire Wealthy?

06/14/2017 - The idea of retiring a wealthy person is certainly an attractive idea. But how realistic is it?

Long-Term Care and RetirementLong-Term Care and Retirement

04/25/2017 - Many Americans are under prepared for retirement. Nearly half of families have no retirement account savings at all. Have you considered what you would do if you were hit with an additional half million dollars in health care costs?

Financial Literacy for RetirementFinancial Literacy for Retirement

04/20/2017 - Studies have found that Americans in their retirement years gradually lose the ability to manage their money. In other words, the ability to answer basic financial literacy questions wanes as age increases.

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Women's Financial Literacy

Financial Literacy and MillennialsFinancial Literacy and Millennials

03/22/2017 - While Millennials are a generation that is exceptional in many ways - better educated than their predecessors, more ethnically diverse, and more economically active - according to studies they struggle with personal finance.

All about Mutual FundsAll about Mutual Funds

03/13/2017 - If you don't know about mutual funds, you might be inclined to run for the hills when you hear the term. But understanding mutual funds is essential if you have any interest in investing your money.

Understanding Your FinancesUnderstanding Your Finances

03/07/2017 - Understanding your finances comes down to understanding just a few key elements, definitions, and numbers that make up the sum total of your financial life.

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