Lerner and Esposito Associates

Helping Families Navigate The Road To Higher Education

Anthony Esposito started his financial services business in 1987. His goal is to help college bound families graduate from the college of their choice with the least amount of debt.
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

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Newsletters

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

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