The Encore Entrepreneur: Older Americans Starting Small Businesses in Retirement
For Small Business Week, retirees represent a growing population of entrepreneurs. Learn about tactics as an encore entrepreneur to stay active & supplement income during retirement.
What Older Americans Month Reveals About the New Reality of Retirement
Older Americans Month highlights how retirement is changing. Learn why many older adults work longer & how longevity is reshaping retirement decision
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.