Financial Literacy - David Lerner Associates

News & Resources: Financial Literacy

Think You’re Ready to Retire? Answer These 3 Questions First

October 8, 2025

0likes

Is your retirement plan is built to last? This Retirement Security Month, answer these 3 questions to evaluate if may be ready to retire.

Your 3-Step Guide to Building a Strong Financial Plan after 50

October 3, 2025

0likes

October is Financial Planning Month. Utilize 3 pillars of a strong financial plan after age 50—budgeting, investing, and insurance—to help sure a sound future.

Major Financial Regrets Among Seniors & How You Can Avoid Them

September 26, 2025

0likes

Perspectives on money often shifts through life. Learn from senior financial regrets and make better decisions to protect your future and loved ones.

Mind the Gap: Getting Ready for What Life Insurance Might Not Cover

September 15, 2025

0likes

Explore different aspects of what life insurance may not cover and how to prepare for those gaps in your financial strategy.

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

September 13, 2025

0likes

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

5 College Savings Mistakes That Could Cost You Thousands

September 10, 2025

0likes

Avoid common college savings mistakes that could cost your family thousands. Learn the right strategies for education planning.

Protecting Seniors from Financial Scams: What You Need to Know

September 9, 2025

0likes

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...