Irwin Meisler specializes in financial and insurance planning for high net worth individuals and business entities with particular emphasis on:
Estate and Tax Planning, Business Succession and Buy-Sell Strategies, Employee Benefits, Retirement Planning.
Life, health, disability, and long term care insurance.
Strategic Consulting
Cost Saving Strategies
Helpful Content
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.