David Lerner Associates

Many people explore long-term care planning between ages 50 and 60. There may be more options available, greater flexibility in coverage design, and more control over potential costs. Learn more considerations for long-term care planning: bit.ly/4u57sLM

By midlife, financial priorities often begin to shift. Income, expenses, and responsibilities can all change, and what worked in your 30s or 40s may no longer align with your current goals. Read more: 🔄bit.ly/3QzlUgD #DavidLernerAssociates

It's the end of Financial Literacy Month. That doesn't mean abandoning efforts, it means making them count year-round. Shared resources and support can create a lasting impact. Explore more about the impact of smart money decisions: 🔎bit.ly/4cTXPIT

You bought long-term care insurance...now what? Understanding what’s in your policy is an important step to planning for your future. Learn more about LTC policies and what they mean: 🔑 bit.ly/4eGJimg #DavidLernerAsssociates #Longtermcare

🏡 Renting vs. buying—does the old advice still hold up? When evaluating housing options, it’s important to look beyond your current needs and consider how each housing scenario supports your long-term financial goals. Learn more: bit.ly/4ex9iQP #DavidLernerAssociates

Just as a cluttered home often creates stress and inefficiency, a neglected financial life can cost you money, create complications, and leave your retirement plans drifting off course. Create your financial spring cleaning checklist: 🗂️ bit.ly/48KWfaR

April is financial literacy month, a time to reflect on your financial knowledge and how you use it to align decisions with what matters most to you. Explore 5 pillars that can help to build a framework for financial literacy: bit.ly/3OeoVCj #DavidLernerAssociates

For Americans living with disabilities, including many veterans, ABLE accounts can be an impactful savings strategy. Recent eligibility changes mean around 6 million more people can use these accounts to save, invest, and manage expenses. Learn more: bit.ly/4cLkY19

Retirement fluency doesn't start the day you retire. Instead, learning concepts like can help you work towards readiness for the future ahead. Read about these 4 concepts that can help for retirement readiness: 📌bit.ly/48ME5FC #financialliteracymonth

Long-term care and life insurance are both tools for protecting you and your family. Many people think they must choose between the two. However, some long-term strategies can combine benefits from both. Learn more: 🔗bit.ly/4vtPqnJ #DavidLernerAssociates

The April 15 tax filing deadline is approaching. The IRS has released its 2026 “Dirty Dozen” list, outlining common tax scams with many involving artificial intelligence (AI) and new IRS rules. Read more here: bit.ly/4suFk3g

Staying informed on retirement plan changes can make a meaningful difference in your long-term savings. Learn about super-catch ups and other retirement contribution strategies: bit.ly/3PIrwVc

💭How do I create a retirement income strategy that lasts? Learning about different approaches can help you align your strategy with your individual goals and needs. Explore more about building retirement income. Click the link to our newsroom in our profile.

Standard Medicare doesn’t cover everything. With healthcare costs continuing to rise, having a well-thought-out savings strategy can help you prepare for expenses in the long run. Learn about the cost of healthcare in retirement: 🏥bit.ly/3PsvVM4

Wishing those who celebrate a joyful Easter holiday filled with peace and family.

Instead of relying on COLA increases after you claim your Social Security benefit, protect your retirement income by planning well in advance. Read about different claiming strategies: 📈 bit.ly/4bLrCmy #DavidLernerAssociates

Wishing a happy and meaningful Passover to all who celebrate.

A coordinated strategy often requires a bigger picture. Diversification, risk exposure, income needs, and time horizon are all things to consider when planning your portfolio. Learn more about asset management: bit.ly/4lTErQi #assetmanagmentawarenessmonth

To itemize or not to itemize? That's the question for taxpayers grappling with the new OBBBA provisions. Strong planning takes into account deduction strategies and long-term considerations, including retirement. Learn about tax-strategies for 2026: bit.ly/4t6jBj1

Equal Pay Day is a reminder that income gaps still shape financial futures in ways that aren’t always obvious. Explore ways to bring pay awareness into your actionable retirement strategies: 🔍 bit.ly/4t7mgZW #equalpayday #DavidLernerAssociates