David Lerner Associates

If you're like most parents, you want your children to grow up financially secure. However, starting conversations about money can be tough.
Read more: https://bit.ly/3Z1gP2S

Higher education can open doors to many career opportunities.
Read more: https://bit.ly/3Mi5La1

Explore how AI impacts investment sectors like utilities and chip markets can boost your retirement portfolio. Learn more about adapting to these trends. https://bit.ly/4dVJYR3

🚨 Big changes to retirement distributions! The SECURE Act and new IRS rules mean you might need to adjust your plans. Get the details to protect your financial future.
Read more: https://bit.ly/3YWAAsn

Thank you to everyone who joined us for the Chrome & Portfolios Car Show presented by David Lerner Associates this past Saturday at our Boca Raton branch office. We had a fantastic turnout, with great food, live entertainment, and many amazing cars on display.
Check out the pictures below!

Discover how younger generations are getting Retirement Ready with tech-savvy strategies and smart financial planning tips. https://bit.ly/3WgShzP

Today’s the day the Chrome & Portfiliios Car Show at our Boca Raton office! Come on down by 2pm.

568 Yamato Road, Boca Raton

Teach kids financial literacy with practical savings, budgeting, and investing tips. Start early to ensure responsible money management. https://bit.ly/3WchYS2

Discover how to realign your post vacation finances. Learn budgeting tips and strategies to achieve financial literacy and stability. https://bit.ly/3WnApV0

David Lerner Associates is proud to celebrate 35 years of outstanding service from Jack Lamont, Senior Vice President—Investments, from our Westport, Connecticut branch. Jack has been dedicated to helping his clients plan their financial futures. After three and a half decades, his clients include multi-generational families. His unwavering support and personalized guidance have helped his clients achieve their financial goals. Thank you, Jack, for your exceptional contributions and hard work. https://bit.ly/4cw7QcV

Discover how car loans impact retirement goals and learn strategies to mitigate their financial burden for a secure future. https://bit.ly/4cZ85OL

Why do women often save less for retirement? Explore the impact of career breaks, the gender pay gap, and financial literacy, and discover strategies to promote financial education and equal pay. https://bit.ly/4br9igk

Celebrate Financial Awareness Day by enhancing your financial literacy with our expert tips and participation ideas! 📈💡
Gain insights, set goals, and take control of your financial future. https://bit.ly/3zSbMqS

Discover how Permanent Life Insurance and Deferred Income Annuities can enhance your investment plan and financial wellness. https://bit.ly/3SjTDbT

Learn effective strategies to maximize your retirement income. Discover the importance of early saving, diversification, and financial literacy.

Celebrate Single Working Women’s this Week! 🎉 Honor their achievements and contributions by discovering ways to support and participate. Check out our latest article for ideas and inspiration: https://bit.ly/3SmQTKG

August is National Black Business Month! 🎉
Celebrate by supporting Black-owned businesses and exploring their invaluable contributions to our communities. Dive into our latest article to learn more and find ways to get involved: https://bit.ly/3LDX2hQ

🎨🌟 Today’s the day! 🌟🎨

Join us. at the SONO Arts Festival in South Norwalk! Visit our blue tent for a day filled with amazing art, fun activities, and special offers.

📅 Today’s Hours:

10 AM - 5 PM
📍 Location: Downtown South Norwalk

🆓 Admission: FREE

Don’t miss out on this exciting event! We can’t wait to see you there!

Discover the importance of financial wellness and how an investment counselor can help you achieve your financial goals. https://bit.ly/3VRcbky

🎨🌟 Join us at the SONO Arts Festival! 🌟🎨

We will be at the SONO Arts Festival on Saturday, August 3rd. Visit our blue tent and enjoy amazing art, activities, and more!

📅 Dates & Times:

Saturday, August 3rd: 10 AM - 5 PM
Sunday, August 4th: 10 AM - 5 PM
📍 Location: Downtown South Norwalk

🆓 Admission: FREE

📚💸 Big changes ahead for students! Federal student loan interest rates are increasing for 2024-2025, hitting decade-highs. Find out what this means for you! https://bit.ly/3YqhudX

French markets in turmoil? Discover the economic impact of political shifts and retirement age changes in our latest article. Click to read more! https://bit.ly/3WcE2vG

Discover the latest buzz in wealth management with insights into the new Retirement Security Rule, its implications, and how it's shaping retirement planning strategies for the future. https://bit.ly/45TivNk

We’re proud to support the Nassau Police Running Club's Scholarship Fund with our annual donation of $1,000!

Pictured here (left to right): Greater Long Island Running Club President Alan Baisch, David Lerner Associates Police Appreciation Run Deputy Director Ellen Greenspan, Inspector Alan Hirsch, Commanding Officer of NCPD's 8th Precinct and President of Nassau Police Running Club, Martin Walcoe, President & CEO of David Lerner Associates, and Run Director Mike Polansky.

Learn why Millennials and Gen Xers face heightened retirement anxiety and discover practical tips for overcoming these challenges and securing a future. https://bit.ly/3RU9xcJ