The Roth 5-Year Rule: Making It Make Sense
Learn about the nuances of the Roth-5 Year Rule for even the most seasoned investor.
David Lerner Associates Donates to NCPD Officer through the L.I Police Crisis Fund
The firm recently gave $2,500 to Nassau County Police Officer Rob Dones, who lost his wife to colon cancer this past summer through the Long Island Police Crisis Fund.
Review Investments & Retirement: What to Check Before Year-End
Retirement accounts may need regular check-ins as contribution limits, income, and goals change. Review your investment planning in the last stretch of 2026.
Insurance & Emergency Funds: Closing the Gaps Before Year-End
Insurance and emergency savings can help protect households from costly surprises. Review them together to identify how long savings could realistically last.
2026 Tax Deductions For Teachers and Coaches
The expanded 2026 tax deduction for educators may better reflect their financial contributions across schools and communities.
Assess Your Budget: Rules for a Realistic Financial Reset
An annual review of your budget can help reveal spending patterns a monthly check-in may miss. Learn how the 50/30/20 rule can help reset goals before year-end.
Moving to Another State? Think about These Tax Moves
Moving to a new state may have tax consequences. Evaluate these issues to help limit complications, prevent residency issues, and identify possible tax savings.
Financial Planning Month: A Perfect Time to Reassess Your Future
October is a solid financial checkpoint before costs of the holiday season and year-end decisions. Learn where to assess for National Financial Planning Month.