Recent Articles
Late-Stage Retirement Planning for Gen X
For Generation X members, who are now entering their 50s, retirement planning takes on a new level of urgency. Fortunately, catch-up contribution provisions and other strategies can help accelerate savings during these pivotal years. "Generation X faces unique retirement planning challenges, but they also have powerful...
The Financial Literacy Gap: How Gen Z Women Can Take Control of Their Financial Future
In an era of unprecedented economic challenges, Generation Z women find themselves at a critical crossroads. Despite being the most educated generation in history, they face the lowest financial literacy rates among all demographic groups, creating a paradoxical situation that threatens their long-term financial well-being. The...
Income-Generating Investments: Building Passive Cash Flow for the Future
Financial Literacy Month is a great time to focus on investment strategies that create steady income. Many people think of investing as a way to grow wealth over time, but it can also be a powerful tool for generating passive income. Successful investors and entrepreneurs have...
Maximizing Your 401(k) Benefits
Your 401(k) is more than just another retirement account—it's a powerful wealth-building tool that can significantly impact your financial future. Understanding how to maximize its benefits can help strengthen your retirement strategy. "The biggest mistake I see people make with their 401(k)s is not taking full...
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.