David Lerner Associates Honors Two Police Officers and Their Families Through Difficult Times
Two NCPD officers were honored at a David Lerner Associates ceremony, Officer Sean Ledwith and Officer Patricia Espinosa, who had unexpectedly passed away.
David Lerner Associates and Running Club Presents Donation to Family of Injured NCPD Officer
David Lerner Associates and The Greater Long Island Running Club presented Suzanne Hyland a check on behalf of Michael Hyland, an injured Nassau County Police officer.
Women, Money, and Investments: Building Confidence
Fewer than a third of women feel confident about investing and planning their financial future.
Retirement Planning Strategies: Building Your Financial Future Today
Effective retirement planning strategies help secure your financial future. Learn key approaches to build your retirement nest egg.
Mid-Year Financial Review: Time to Pause and Reflect
A mid-year financial review helps you evaluate progress and adjust your money goals. Take time to pause and reflect on your financial journey.
College Savings 529 Plans: Your Child’s Education Funding Solution
College Savings 529 Plans offer tax advantages for education expenses. Learn how these plans work and their benefits for your child's future.
Focus on Your Child’s Financial Future: Building a Strong Foundation
As a parent planning for your child’s financial future is one of the most important gifts you can give them. From college savings to teaching money basics, the steps you take today can make a significant difference in their financial well-being tomorrow. College Savings Strategies...
Tips for A Sound Financial Future for Graduates
Help your graduate build a strong financial foundation with budgeting, saving & investing tips.
Retirement Planning for Young Adults
Learn how young adults can start planning for retirement early with simple strategies and investment options.
How to Save and Invest at Every Age: A Guide for Every Decade
From your 20s to retirement, discover key savings and investment strategies to build wealth and secure your financial future.