Derell Meynard, Licensed Agent with New York

07/16/2025

Generational wealth doesn’t start with millions – it starts with a mindset.

The moment you decide to build something that outlives you, you’ve already changed the future.

Let’s build with purpose, not just for today, but for generations to come.

07/14/2025

07/14/2025

It is imperative for all individuals to have a Will and either a Revocable or Irrevocable Trust in place. The creation of such a document does not necessitate substantial wealth; it is a straightforward process that can be undertaken by anyone. Further insights can be found at the link provided below.

06/27/2025

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4lmRMz0 may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

06/26/2025

Your finances vs. the headlines
Moody’s just lowered its outlook on the U.S. credit rating. Headlines like this can feel unsettling—but they don’t always mean changes for your personal finances. What matters is having a strategy that keeps you focused on your goals, not the noise. Here’s a quick explainer: https://bit.ly/445MfY4
Still feeling uncertain? Let’s talk. I’m here to help you stay grounded and confident. Message me to connect.

06/25/2025

Trust Planning for Business Owners
Estate planners, have your clients ever said, “I need to get a trust in place,” but they had no idea why or what type of trust to set up? This article from estate attorney Jeff Chadwick provides a basic overview of common trust structures with a particular focus on trust planning for business owners. Learn how to determine whether the client’s financial objectives require a revocable trust or an irrevocable trust and the different benefits each can provide, and let’s look at how using these strategies can better serve our clients.
https://bit.ly/3HSqORB

06/20/2025

The summer season is filled with big decisions—where to travel, what AC to buy, how to get the kids to play outside. However, if you have loved ones who depend on you, life insurance shouldn't be one of them. Reach out to me and let’s talk.

06/15/2025

To all the dads who work hard, lead with love, and build strong futures—this day is for you! Thank you for all you do.

06/14/2025

Today we commemorate the Stars and Stripes and celebrate the freedom it stands for.

06/12/2025

Tired of overthinking money?
You're not alone—and you're not doing anything wrong. It’s easy to compare yourself to others, but what is your next move? Focus on your financial strategy.
Check out these simple tips to stop stressing about money: https://bit.ly/4mYLWp3
Need help building a financial strategy that works for your life? Let’s chat.

06/11/2025

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!