Recent Articles
The Rise of Personal Finance Education in High Schools
In recent years, there has been a notable shift in the landscape of high school education across the United States. While math and science have long been staples of the curriculum, there's a new subject gaining traction: personal finance. Let's look at how personal finance...
Money Stress Can Affect Your Health
While various factors can trigger headaches, one significant contributor that often goes overlooked is financial and money stress. There is a strong connection between money issues and stress, which can significantly affect your health. The Impact of Financial Stress on Health Financial stress occurs when individuals feel...
Designating a Beneficiary for Life Insurance
A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy. Some states require that your beneficiary have an insurable interest in your life or be related to you (at least at the time the...
Paying for College: The FAFSA Now Has a ‘Grandparent Loophole
Accessing financial aid is increasingly vital for many American families when financing a college education. The first step for most college-bound students is to complete the Free Application for Federal Student Aid (FAFSA) to unlock various forms of assistance. “As students wait to apply for financial...
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.