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
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?