Age Based Info - David Lerner Associates

News & Resources: Age Based Info

Common Retirement Mistakes in Your 60s and How to Avoid Them

November 10, 2025

0likes

Avoid costly and common retirement mistakes in your 60s. Learn about Social Security timing, expense planning and healthcare decisions.

Making the Most of Open Enrollment: A Pre-Retiree’s Guide

November 6, 2025

0likes

Approaching Medicare age? Open enrollment decisions can help pre-retirees understand their options for healthcare coverage and savings.

Long-Term Care Planning: Protecting Your Retirement from Healthcare Costs

October 29, 2025

0likes

Learn the essentials of long-term care planning. Understand costs, insurance options, family conversations, and strategies to protect retirement savings.

Smart Retirement Planning: A Real-World Guide to Financial Security

October 24, 2025

0likes

Learn how to build a strong retirement foundation at any age. Explore savings strategies, Social Security, and steps to smart retirement planning.

Estate Planning Essentials: Protecting Your Family’s Financial Future in 2025

October 22, 2025

0likes

Discover estate planning essentials in 2025. Learn about wills, trusts, beneficiary updates, and tax strategies to protect your family's financial future.

Retiring in 2026-2027: Your Final Countdown Checklist

October 20, 2025

0likes

Thinking about retiring in 2026-2027? Learn about Social Security timing, Medicare enrollment, tax planning, healthcare costs, and portfolio strategies.

Millennials and Money: Building Wealth in a Challenging Financial Landscape

October 17, 2025

0likes

The Millennials and Money guide to financial planning in 2025. Learn strategies for student loans, homeownership, retirement savings, and building wealth.

3 Estate Planning Mistakes That Can Derail a Legacy

October 14, 2025

0likes

Avoid common estate planning mistakes in 2025. Learn how to protect your legacy with updated wills, beneficiary designations, and tax-smart strategies.