The Financial Cost of Helping Adult Children: Can You Afford to Help Without Hurting Your Retirement?
Financing adult children is a current reality for many parents. Learn how to balance financial support without sacrificing retirement goals.
Year-End Retirement Tax Planning: 5 Things to Review Before December 31
Several of the most consequential retirement tax planning decisions expire on December 31. Review what to consider for year-end tax planning in 2026.
2027 Retirement Readiness Check: 6 Things to Discuss with Your Financial Professional Annually
The end of the year can be a natural time to check up on key aspects of retirement with an Investment Counselor including income needs and Social Security.
When Was the Last Time You Reviewed Your Life Insurance Policy?
Reviewing your life insurance policy periodically can help your coverage reflect what your family would need if your income had to be replaced.
Working With an Investment Counselor: What Professional Guidance Actually Looks Like
It’s an ongoing relationship built around a simple, recurring question: has anything in your life changed since we last talked?
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.