Myerson Wealth

Life Reimagined – Part 2

It almost goes without saying: these are tumultuous times! So much so, we can’t help but wonder – what lies on the other side? Is it greater gratitude for front-line medical professionals and essential service industry employees? More virtual opportunities in business and education? Societal changes to meeting and greeting? Increased tax rates to pay […]

Life Reimagined – Part 1

The line it is drawn, the curse it is cast The slow one now, will later be fast As the present now, will later be past The order is rapidly fadin’. And the first one now, will later be last For the times they are a-changin’. – Bob Dylan, from the album “The Times They […]

Free Life Insurance “Tune-Ups”

Myerson Wealth Life Insurance "Tune-Up"

Over the last few months, we have been asked by several advisors to assist with a review of their clients’ life insurance portfolios. Some of these requests were prompted by changes in client circumstance, others by adjusted client expectations due to changes in policy crediting rates, while others because of absentee agents. In all cases […]

The Most Common Uses of a Joint-Life, Second-to-Die Life Insurance Policy

A Menu Change I recently wrote a Monthly Update titled “What’s New on the Menu,” describing a new and important practice area for Myerson Wealth working with non-profit entities. To view that blog post, click here. This information below, however, may have significantly more importance to you and your clients. Much like many financial and technological products, […]

Of Wills and Wine

Earlier this year I received a call from a very dear friend (and client) that would set in motion a series of events that has impacted my life in ways I would not have imagined. It’s taken me several months to write this, but of all the blogs I’ve written, this might be the most […]