Marriage and Money - David Lerner Associates

News & Resources: Marriage and Money

Love and Money: How Couples Can Strengthen Their Financial Habits Together

February 11, 2026

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Discover how couples can build financial trust, open communication, and strong money habits in their relationship this Valentine's Day.

Intention Over Expense: A Smarter Way to Do Valentine’s Day

February 6, 2026

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Learn smart ways you can celebrate Valentine’s Day meaningfully while sticking to your long-term financial planning.

The Relationship Money Talk: Managing Finances as a Couple in 2026

January 21, 2026

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Managing finances as a couple in 2026. Learn how to have money conversations and build trust while avoiding common relationship money mistakes.

What to Know: 2026 IRA and Retirement Plan Limits

December 17, 2025

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Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again regarding 2026 IRA limits.

Understanding IRAs: Contributions, Deadlines & Opportunities for 2025

December 5, 2025

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As 2025 draws to a close, now is the perfect time to revisit your IRA strategy. Review 2025 IRA contribution limits, deadlines and opportunities.

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

October 22, 2025

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

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.