Retirement Planning - David Lerner Associates

News & Resources: Retirement Planning

The Sandwich Generation Dilemma: How to Save for Retirement While Caretaking

March 11, 2026

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The Sandwich generation retirement planning strategies. Save for retirement while caring for aging parents and supporting children.

Back in Session: The College Savings Reality Check

March 5, 2026

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College savings strategies for 2026. Learn about 529 plans, tax benefits, and smart financial planning to help pay for your child's education without sacrificing retirement.

Taxes, Retirement, and Long-term Strategy: How Early Tax Preparation Supports You

March 3, 2026

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With tax season approaching, learn how early tax preparation supports long-term financial goals, portfolio decisions and retirement planning.

The Retirement Rundown: Is Your Plan Ready for 2026?

February 27, 2026

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Retirement planning checkup for 2026. Review strategies to maximize contributions, Social Security, and healthcare planning.

Making the Most of Your Pension: Smart Strategies For Your Retirement Income

February 4, 2026

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Learn about pension planning, how to coordinate with Social Security and ways to maximize your retirement income.

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.

Tax-Smart Strategies for the New Year: Maximizing Your 2026 Financial Plan

January 14, 2026

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Tax-Smart Strategies for 2026. Learn contribution limits, deduction optimization, HSA benefits, and smart moves to reduce your tax bill throughout the year.