A Critical Combo: Life Insurance with Long-Term Care Benefits
An important part of any retirement strategy involves accounting for potential long-term care (LTC) expenses, which can be surprisingly high. The median cost of a private room in a nursing home was $9,733 in 2023, while a full-time home health aide was $6,292 per month.1...
Navigating Inflation in Retirement
Navigating inflation in retirement can help ensure financial security and peace of mind. Learn strategies to protect your savings.
Health and Wealth: Longevity in Retirement Planning
Americans underestimate how long they'll live. Longevity is a critical factor in retirement planning.
The Value of a Year-end Investment Review
A regular investment review and adjustment of your investment strategy can help weather market volatility.
Wrapping Up Your Finances: A Comprehensive Year-End Guide
This year-end financial planning guide will walk you through essential tasks for wrapping up your finances before the year ends.
Family Caregivers and Financial Challenges
Use this Family Caregivers Month to learn about the growing challenges faced by the Sandwich Generation & tips for planning LTC.
Obstacles Single Women Entrepreneurs Face with Retirement Planning
Explore key challenges single women face in retirement savings and strategies to overcome them.
Helping Hands: David Lerner Associates Donated to Officer Battling Hodgkin’s Lymphoma
David Lerner Associates supports Officer Alexa Crimaudo with a $2,500 donation to help with medical expenses as she battles Hodgkin’s Lymphoma.