Category Archives: FINANCIAL PLANNING

End-of-Year Planning

by Michael Fliegelman on December 20, 2016

End-of-Year Planning by Michael Fliegelman

{2:12 minutes to read} As things change:
Taxes may change.
Laws may change.
Medicare, Medicaid and Social Security may change.
Tax rates may change.
Estate planning rules may change.

The National Student Loan Service Center

by Michael Fliegelman on November 18, 2016

The National Student Loan Service Center by MIchael Fliegelman

{5:48 minutes to read} I wanted to welcome John DiGregorio and Natalie Luongo from the National Student Loan Service Center (NSLSC). Recently, we got together so that I could interview them on the very important service the center provides.

A Long-Term Care Update

by Michael Fliegelman on November 9, 2016

Retirement Plan Insurance Benefits Healthcare Concept

{2:06 minutes to read} In the world of long-term care, there always seems to be a change on the horizon. Genworth, the largest carrier of long-term care insurance in America, reported a very large single quarter loss last year. The insurance company has just agreed to be purchased by China Oceanwide for $2.7 billion. (The agreement is in place but has yet to be approved by regulators.)

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