Rafe Klein David Lerner Associates

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Westport, CT
Rafe Klein David Lerner Associates

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

06/24/2026

06/23/2026

Studies have shown that there's a gap between wanting life insurance and actually buying coverage. The question becomes: why?

One barrier lies in financial literacy. 📚

In 2025 LIMRA study, 90% of individuals considering life insurance say they need a better understanding of life insurance before they buy.

Many also wait until a major life event happens to consider coverage. While this may be when life insurance becomes top of mind, it can also be an overwhelming time to buy.

Learn more about considerations for life insurance in your portfolio:
🔒 https://bit.ly/4vrjFuK

06/21/2026

A lasting legacy isn't just inheritance, it's also the habits, values, and quiet examples set at kitchen tables passed down.

This Father's Day we reflect on the lessons we've been given, and the ones we're passing on. Wishing a Happy Father's Day today to all!

You can read more about intergenerational financial teachings: 🌿 https://bit.ly/4g0x9cn

06/19/2026

Today, we recognize Juneteenth, a celebration of freedom and a reflection on equality and opportunity for all.

We honor the significance of this day and the voices and contributions that continue to shape a stronger future.

06/17/2026

A 2025 UBS Global Wealth Report projects a global wealth transfer between generations of over $74 trillion in the next 20-25 years.🤝

Yet, inheriting wealth and preserving it are two separate things. People commonly refer to a "three-generation pattern."

Where the first generation builds the wealth, the second maintains it, and the third diminishes it over time.

Despite this, it’s not impossible to pass down wealth from multiple generations. Financial wellness can come from not only having money, but understanding its place in one’s life.

And that comes from financial literacy 📖

Discover ways to navigate intergenerational wealth transfer in your home:
➡️https://bit.ly/4g0x9cn

06/15/2026

The bipartisan Retirement Rollover Flexibility Act attempts to correct a long-standing glitch in the nation's retirement-savings system: While traditional IRA assets can be rolled into a new employer's plan (if allowed by the employer), Roth IRA assets cannot.

Learn more about this proposed legislation: 🏛️ https://bit.ly/43dmZ0M

06/09/2026

Remember those financial resolutions that you made in the beginning of the year?

You may have a “For 2026” note buried in a forgotten drawer or hidden in your note’s app—below countless grocery lists, show watchlists and random 5 a.m. thoughts 📝

For financial goals that often shift as life does, now's a good time to reflect. How have you held up so far this year? What do you need to do to make the next 6 months count?

Discover tips for your June financial check-in: ⏳https://bit.ly/4uJYMLn

06/07/2026

Graduation is a financial turning point for young adults—and also their parents.

A 2026 Wells Fargo study found that 64% of parents say their Gen Z children rely on them financially, whether for money, housing, or other support.

That dynamic has caused many parents to fill a new role: financial coach.🏆Helping their kids think through decisions from the sideline and building the financial confidence they'll need to stand on their own.

Check out ways to navigate the financial independence together:
🤝https://bit.ly/43hqnHR

06/04/2026

The post-grad pivot isn't always a straight line to financial independence. 🎓

What awaits Gen Z grads is a changing career reality: fierce entry competition, AI-driven career shifts, and side hustles to supplement their income.

So where do you go from here?

The first few years after college can act as a learning opportunity. You can use early jobs not only to build your career, but also create a solid financial roadmap (see our graphic above🗺️)

Check out more about financial independence for young adults in 2026:
💸https://bit.ly/43hqnHR

06/01/2026

Not all life insurance is the same. In fact, some policies have benefits that can be used for long-term care during your lifetime.

Long-term care costs are often financially draining for families. The 2025 CareScout Cost of Care Survey found the annual cost for a semi-private nursing home room was $114,975.

Life insurance with long-term care benefits can act as a steady financial resource to manage qualifying chronic care later in life.

Learn more about what to know before choosing a policy:🛡️ https://bit.ly/4uU39U3

Address

1221 Post Road East
Westport, CT
06880

Website

https://www.davidlerner.com/team/rafe-klein

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