Recent Articles
Financial Resilience in 2024: Navigating Retirement
Regarding retirement planning in 2024, the quest for financial resilience takes center stage. Seventeen percent of Americans are over 65. According to the Census Bureau, almost three-quarters (44 percent) of boomers are at retirement age, and millions more will join them soon. Boomers hold over half...
Budgeting Your Way to a Secure Financial Future
The budget is a fundamental tool often overlooked when pursuing financial security and prosperity. Crafting a budget isn't just about tracking expenses; it's about sculpting a roadmap to your financial goals. Here's why having a budget is non-negotiable for securing your financial future: Understanding Your Financial Landscape Before...
Money Smart Week 2024
Do you ever wonder where your money disappears every payday or feel that getting out of debt is an unreachable goal? National Money Smart Week presents an ideal opportunity to enhance your understanding of personal finance. This annual nationwide event aims to enhance the public's understanding...
Balancing Retirement Savings and College Planning
Orchestrating a harmonious balance between retirement savings and funding a college education can leave you feeling like a conductor without a baton. It is a delicate financial dance where a holistic approach is best. Combining retirement and college savings into a solid financial plan is challenging...
Spirit of America Investment Fund
A family of mutual funds designed specifically to complement the portfolios of David Lerner Associates’ clients.
Started in 1998 with the Real Estate Income and Growth Fund, the family has since grown to six funds.