Personalized Service - David Lerner Associates

News & Resources: Personalized Service

2027 Retirement Readiness Check: 6 Things to Discuss with Your Financial Professional Annually

November 4, 2026

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The end of the year can be a natural time to check up on key aspects of retirement with an Investment Counselor including income needs and Social Security.

Working With an Investment Counselor: What Professional Guidance Actually Looks Like

October 27, 2026

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It’s an ongoing relationship built around a simple, recurring question: has anything in your life changed since we last talked?

Financial Planning Month: A Perfect Time to Reassess Your Future

October 2, 2026

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October is a solid financial checkpoint before costs of the holiday season and year-end decisions. Learn where to assess for National Financial Planning Month.

Can AI Replace Working with an Experienced Investment Counselor?

August 4, 2026

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AI makes many tasks convenient but it's role in financial guidance has considerable limitations. Learn how a financial professional can still be right for you.

Life Insurance Coverage: What Most Financial Plans Are Missing

June 8, 2026

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Leaving life insurance out of your financial plan can leave your family vulnerable. Discover why life insurance for young adults can be a smart move.

Asset Management Awareness Month: What Does It Mean for Individual Investors?

March 27, 2026

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Asset Management Awareness Month explains how coordinated oversight helps individual investors align assets with goals and make informed long-term decisions.