The Lerner Group

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.

[The Lerner Group @TheLernerGroup]

Major life events such as divorce, loss of a loved one, illness, or injury can shake more than your emotions.

A financial advisor can help you adjust your plan to fit your life and your goals. Reach out to schedule a meeting and get started → https://t.co/qclZRU1G2F

[The Lerner Group @TheLernerGroup]

A clear budget builds confidence—and keeps your goals within reach.

Even a simple system that divides your income into essentials, long‑term savings, and short‑term needs can bring structure and balance to your financial routine.

https://t.co/5xLtpRLb2A

[The Lerner Group @TheLernerGroup]

As you build your future, you’re not just gathering assets, you’re creating a legacy that reflects who you are and what you want to leave behind.

Our team is here to help you review your plan and ensure your legacy reflects your wishes. https://t.co/HWcmxDEL3K

[The Lerner Group @TheLernerGroup]

The midpoint of the year is an ideal moment to step back, evaluate your progress, and revisit your financial plan to ensure everything remains aligned.

Reach out to schedule a meeting and take the next step toward a stronger rest of the year. → https://t.co/WUvIvIlA6p

[The Lerner Group @TheLernerGroup]

🤝 Family wealth planning isn’t just about building and passing down assets, it’s about preserving values, relationships, and intentions across generations.

When families take the time to align on what matters most, wealth becomes a tool for connection, not conflict.

[The Lerner Group @TheLernerGroup]

What’s happening in the bond market—and where are the opportunities? In this quarterly Income Ave recording, JR Gondeck and Matt Taylor break down the latest trends shaping fixed income and share where they’re seeing value today.

https://t.co/q51maF2cOf

[The Lerner Group @TheLernerGroup]

Questions every couple should be asking:
• Know your assets: What’s yours, your spouse’s, and shared, and how they’re titled
• Know your debts: Understand joint vs. individual liabilities to avoid surprises
• Know your plan: Who controls trusts, what assets fund them

[The Lerner Group @TheLernerGroup]

Today we pause to honor the fallen and remember their sacrifices. Their courage lives on in every moment we live our lives in peace.
#MemorialDay #RememberandHonor

[The Lerner Group @TheLernerGroup]

According to CNBC, an estimated $54 trillion is expected to transfer between spouses in the coming decades.

For many families, this moment arrives during an already difficult transition, highlighting just how important preparation and shared financial understanding truly are.

[The Lerner Group @TheLernerGroup]

Wealth can bring families closer, or create unnecessary tension, depending on how clearly expectations are shared.

Thoughtful planning isn’t just about assets. It’s about communication, transparency, and protecting family relationships for generations to come.

[The Lerner Group @TheLernerGroup]

We’re proud of our team for hitting the ground running at the J.P. Morgan Corporate Challenge last week!

Great job to everyone who participated—it was a beautiful night in Chicago for a run.

[The Lerner Group @TheLernerGroup]

Family meetings often feel harder than they need to be, largely because of the assumptions we make about them.

➡️ If you’ve been postponing a family meeting, now is the right time to start.
Let’s help guide the conversation with purpose and confidence.

[The Lerner Group @TheLernerGroup]

We often discuss the importance of family meetings, but a question we hear all the time is: What do you even talk about? And how do you plan one without it feeling awkward or overwhelming?

https://t.co/qGIfeLOiuf

[The Lerner Group @TheLernerGroup]

When parents and grandparents don’t talk openly about money, values, and long-term goals, the next generation is left guessing.

Generational wealth isn’t just financial—it’s built through communication, clarity, and intention.

Let’s get started➡️https://t.co/2C7CeBqv37

[The Lerner Group @TheLernerGroup]

Wealth that spans multiple generations calls for more than a single advisor. It calls for a coordinated team.

Ready to build a coordinated, future focused wealth strategy?
Let’s start the conversation.
👉 https://t.co/9Wj8MS4Wlh

[The Lerner Group @TheLernerGroup]

Money often represents freedom and opportunity, but it can also create significant stress within families.

In our work with multigenerational families, we’ve seen that with intention, structure, and open communication, financial conversations can shift from conflict to clarity.

[The Lerner Group @TheLernerGroup]

For most kids, ages 8–12 are the foundational years. It's when identity, confidence, and money habits start taking shape. See below for more tips.

Visit our website to learn about our financial literacy program. https://t.co/h6TaY8eSiB

[The Lerner Group @TheLernerGroup]

Ever feel like personal finance is more complicated than it should be?
You’re not alone. Nearly 1 in 2 Americans still don’t have a written financial plan, and many worry whether they’re truly prepared for retirement.

https://t.co/JhyoQv5IPG

#FinancialEducation #WealthPlanning

[The Lerner Group @TheLernerGroup]

The early stages of a child’s development are often referred to as “The Absorbent Mind” phase. Between the ages of 3 and 7, children soak in everything, including how money works.

Small moments today build BIG financial confidence for the future.

https://t.co/geQFvWAfAT

[The Lerner Group @TheLernerGroup]

Looking back to last week, we saw the stock market’s resilience and recovery after some volatility. Consumer spending is in good shape, and mortgage applications have picked up. Watch this week’s recap: https://t.co/lh1OBZBiGv

#MovingMarkets #MarketUpdate #EconomicOutlook