A collection of insightful and informative articles from Myerson Wealth's “Recipes for Success” newsletter
“Cooked” vs. “Corked” Have you ever opened a bottle of wine you’ve been cellaring and savoring for years, waiting for that perfect occasion to enjoy with friends or family, and as the cork is pulled from the bottle (or perhaps crumbles on attempting to extract it), you know instantly […]
LA wealth advisory company named Best Insurance Brokerage Provider finalist by prestigious industry awards. LOS ANGELES, CALIFORNIA — The Myerson Agency, a premier wealth and legacy planning company based in Los Angeles, has been shortlisted for the Family Wealth Report Awards. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor […]
Myerson Wealth Welcomes FinTech Expert as Partner to Lead Business Development Efforts Dylan Cohen joins Los Angeles wealth planning firm The Myerson Agency. – Los Angeles. With demand for income protection and wealth accumulation strategies increasing, Myerson Wealth announces the addition of FinTech expert Dylan Cohen to the team. To read more, visit here.
Richard Myerson, CPA, CLU, ChFC, delivers a presentation to local growing businesses at Supporting Strategies’ annual Business Fundamentals Bootcamp – Los Angeles. This year’s theme is “Fundamentals of Growth,” under which Myerson speaks about the importance of planning a business’ exit strategy, as well as tactical skills and pointers. To read more, visit here.
A colleague of mine has a wonderful expression: “tax the seeds, not the harvest.” It certainly makes intuitive sense, regardless of the underlying metaphorical product or service. But it has very special consideration when applied to wealth accumulation options. For full article on lifehealth.com, click here.
A cash infusion can be a lifesaver in a crisis, but a life settlement is not always a good option. You’ve probably seen the TV ads: turn your unneeded life insurance policy into cash. These “life settlements” serve policyholders who no longer need their life insurance for any of various reasons. Maybe the children have […]
Finding the right insurance to invest in – or use for long-term planning – can be complicated for many investors. Similar to an auto policy, a term life insurance is a temporary policy many individuals use to cover themselves for a period of time and then it expires. Typically it has a lower premium and […]
Los Angeles, California (PRWEB) April 13, 2017 — Myerson Wealth creates several videos surrounding the similarities between being a chef and being a financial advisor. President and CEO Richard Myerson, CPA, CLU, ChFC, often opines on this topic, as colleagues know him for his passion for food and skills in the kitchen. For the full […]