Age Based Info - David Lerner Associates

News & Resources: Age Based Info

Life Insurance for Older Adults: 5 Reasons It Still Matters

September 24, 2025

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The right coverage can still support your goals well into retirement. Discover 5 key reasons why life insurance can remain valuable well into your senior years.

Closing the Coverage Gap: Why Women Can’t Afford to Wait

September 13, 2025

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Women face unique challenges with life insurance coverage. Learn why women need protection and how to overcome common barriers.

Protecting Seniors from Financial Scams: What You Need to Know

September 9, 2025

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Older adults are facing rising threats from financial scams as we lean more and more into a digital existence. Scammers have become more sophisticated, and they target seniors with schemes that can cost thousands of dollars and erode a lifetime of hard-earned savings. The FBI’s...

One Big Beautiful Bill Act: Senior Deduction Explained

September 7, 2025

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As part of the Big Beautiful Bill Act, seniors can take advantage of a new $6,000 tax deduction that may help them cover the rising costs of housing, health care, and daily living by potentially allowing more of their income to remain untaxed.

College Costs Keep Rising: How to Stay Ahead of Education Inflation

September 5, 2025

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College costs are rising faster than inflation. Learn how to plan and save effectively for your child's education expenses.

529 Plans Made Simple: Your Guide to Tax-Free College Savings

September 1, 2025

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Learn how 529 plans can prepare your child's education for college savings with tax advantages and flexible options.

Supercharge Your Savings in Your 40s and 50s: A Strategic Guide

August 29, 2025

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Many people see their income peak in their 40s and 50s. Learn how to boost your savings during these years and stay on track for your financial goals.