The Lerner Group

@TheLernerGroup

The Lerner Group is dedicated to helping families achieve their goals and guiding them with a long-term strategy that both preserves and enhances wealth.

Deerfield, IL

lerner.hightoweradvisors.com

Joined January 2017

480 Following

142 Followers

Replies Reposts Media

The Lerner Group
@TheLernerGroup
17h
In this episode of The Wealth Approach Podcast, Kristin Donnelley is joined by estate planning attorney Tyler Steele to discuss the key people responsible for carrying out your estate plan from executors & trustees to beneficiaries and powers of attorney:
The Lerner Group
@TheLernerGroup
Oct 29
Many people spend more time planning their next vacation than planning for retirement, despite it being one of the largest financial goals most of us will face. Reach out to our team to build a retirement strategy designed to help you stay on track. ➡️ hubs.li/Q04tW0xg0
The Lerner Group
@TheLernerGroup
Oct 27
Many adults today are part of what’s commonly known as the “Sandwich Generation” — individuals balancing the emotional, financial and caregiving responsibilities of both older and younger family members at the same time.
How to Balance Rising Financial Responsibilities for the Sandwich Generation
From lerner.hightoweradvisors.com
The Lerner Group
@TheLernerGroup
Oct 23
In this episode of The Wealth Approach Podcast, Kristin Donnelley is joined by estate planning attorney Tyler Steele to explore the essential building blocks of a comprehensive estate plan from wills and trusts to powers of attorney:
Wealth Approach Podcast - Ep 12: Understanding the Key Roles in Your Estate Plan
From youtube.com
The Lerner Group
@TheLernerGroup
Oct 22
Financial planning doesn't have to be overwhelming. Focusing on three key areas can help your long-term goals: ✅ Prioritize Retirement Savings ✅ Be Proactive about Tax Planning ✅ Keep Your Estate Plan Current Contact us today to take the next step ➡️ hubs.li/Q04tVRHq0