The Midlife Money Pivot: Why Your 50s and 60s are Essential for Retirement Planning
The midlife money pivot helps align income, savings & goals during your 50s and 60s, a critical period for retirement preparation.
Don’t Avoid Long-Term Care Planning: Why Ages 50–60 Are a Critical Window
Long-term care planning in your 50s and 60s helps protect savings & prepare for future needs before coverage options become limited.
Financial Literacy and Smart Money Decisions
Financial literacy strengthens smart money decisions, supports personal stability & contributes to broader economic health across communities.
Long-Term Care: The Policy You Hope You Never Use but Really Need to Understand
Learn why it’s vital to understand long-term care policies to protect your retirement income including premiums, extent of coverage, and eliminations periods.
David Lerner Associates Donates $20,000 to Support Police Officers and Their Families
David Lerner Associates presented a check to Greater Long Island Running Club as a sponsor of the 35th Annual Long Island Police Appreciation Run at Eisenhower Park.
Renting vs. Owning in the New Housing Reality: What It Means for Retirement
Planning for retirement while navigating the current housing market. Learn different considerations for renting vs. owning in 2026.
5 Pillars of Financial Literacy: A Framework for Managing Money & Building Long-Term Stability
These pillars of financial literacy provide a clear framework for managing money, building stability & making informed decisions at every stage of life.
ABLE Accounts Explained: Financial Literacy for Americans with Disabilities and Veterans
ABLE accounts help Americans with disabilities and veterans save without losing benefits. Learn who qualifies and why these accounts matter.