Recent Articles
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.
Spirit of America Investment Funds
A family of mutual funds designed specifically to complement the portfolios of David Lerner Associates’ clients.
Started in 1998 with the Real Estate Income and Growth Fund, the family has since grown to six funds.