Rafe Klein David Lerner Associates

Rafe Klein David Lerner Associates Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Rafe Klein David Lerner Associates, Financial planner, 1221 Post Road East, Westport, CT.

Began career on the floor of the New York Stock Exchange, and has been in the investment business for over 30 years.

10/06/2026

It's National Financial Planning Month! October can be a great time to review your finances before holiday spending and end-of-year decisions begin.

Explore where to start with your fall check-in 🍂by reading the article, linked in my comment below ⬇️

Medicare enrollment is typically a 7-month window starting 3 months before the month you turn 65 🎂Before that time, it c...
10/04/2026

Medicare enrollment is typically a 7-month window starting 3 months before the month you turn 65 🎂

Before that time, it can be beneficial to compare your current coverage with Medicare options to find potential gaps and estimate future healthcare costs. This might include looking at premiums, deductibles, copays, prescription drug costs, and services.

Explore 5 other steps you can take before the Medicare window: âś… https://bit.ly/4y1b5nV

Around 10 million children have been victims of identity theft according to a recent survey. Unlike adults, children gen...
10/02/2026

Around 10 million children have been victims of identity theft according to a recent survey. Unlike adults, children generally do not have a credit history, which can make them easy targets for identity fraud and can go undetected for years đźš©

For parents, having cyber safeguards in place can help protect their identity online. Learn what steps you can take: 📱https://bit.ly/3U9NgvE

Most people think of life insurance as something that only kicks in after they're gone, a way to take care of their fami...
09/30/2026

Most people think of life insurance as something that only kicks in after they're gone, a way to take care of their family, not themselves. The truth is that not all policies work the same way.

Living benefits are one example. The insurance company may let you access part of your death benefit while still alive if you're diagnosed with a qualifying illness. However, doing so reduces the amount left for beneficiaries.

Depending on the policy, those benefits may help cover costs during a serious illness: care, bills, and whatever the moment demands.

Explore more about living benefits. Click the link to our article in the comment below ⬇️

When's the last time you took a look at your beneficiaries? For life insurance policies, beneficiary designations operat...
09/27/2026

When's the last time you took a look at your beneficiaries?

For life insurance policies, beneficiary designations operate outside of a will entirely, which means updating only your will is not enough. That matters most after a divorce, remarriage, or death in the family.

Naming a beneficiary can take minutes. Sorting out an outdated one can take your family months.

Learn what to consider when naming a beneficiary: đź“ť https://bit.ly/4gVRorP

When's the last time you took a look at your beneficiaries? For life insurance policies, beneficiary designations operat...
09/27/2026

When's the last time you took a look at your beneficiaries?

For life insurance policies, beneficiary designations operate outside of a will entirely, which means updating only your will is not enough. That matters most after a divorce, remarriage, or death in the family.

Naming a beneficiary can take minutes. Sorting out an outdated one can take your family months.

Learn what to consider when naming a beneficiary.📝 Click the link to the article in the comment below ⬇️

Missed 401(k) Day? Don’t worry, that’s kind of the point.401(k) Day was earlier this month, and if it slipped past you, ...
09/25/2026

Missed 401(k) Day? Don’t worry, that’s kind of the point.

401(k) Day was earlier this month, and if it slipped past you, you're in plenty of company. But before you file it under "maybe next year," consider this year's theme, "Never Too Little, Never Too Late"

Those who wait to contribute often get stuck on the belief that they can't afford to save and the fear that it's too late to make a difference.

Yet, there are steps that can be taken to get back on track. Read 5 of them here:đź”— https://bit.ly/3Tm0Bkn

09/23/2026

More than 100 million adults say they need life insurance or need more coverage according to a recent LIMRA study. One common question families might have during consideration is "how much coverage do I actually need?'

Learn about key considerations for life insurance: https://bit.ly/4gzZfdp

AI "Hyperscalers" and other companies aiming to profit from the AI boom are investing in data centers at a furious pace....
09/21/2026

AI "Hyperscalers" and other companies aiming to profit from the AI boom are investing in data centers at a furious pace.

If current demand trends continue, $5.2 trillion in global AI-driven capital expenditures (capex) is projected to be required by 2030.

Read more about the AI boom: ⚡https://bit.ly/4qIoFdA

Group life insurance through an employer can have real value as part of a family's overall picture. However, it may not ...
09/19/2026

Group life insurance through an employer can have real value as part of a family's overall picture. However, it may not be enough on its own.

Coverage amounts are typically capped well below what a family actually needs, and it often doesn’t continue after leaving a job. Some employer policies do have a portability option to transfer coverage, but it is uncommon.

Comparing current coverage against a family's long-term financial obligations may reveal gaps worth considering with a licensed financial professional. You can learn more about evaluating life insurance by clicking the link in the comment below ⬇️

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1221 Post Road East
Westport, CT
06880

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