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About Michael Fliegelman

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

The Retirement Savings Dilemma

{1 minute to read}  Today I want to introduce everyone to a video, The Retirement Savings Dilemma. It outlines strategies and philosophies to help you achieve your retirement income.

Years ago many people had pensions that gave them income for life but over the last 10-20 years, those types of pensions have disappeared. Because of this, […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2019-01-23T17:48:43+00:00January 23rd, 2019|Retirement Planning|0 Comments
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Retirement Income Planning

{4 minutes to read}

Today, we’re going to talk about retirement income planning and what we call sequence of events risk.

Most people accumulate wealth in their retirement plans where their money is invested in securities, which are usually made up of stocks and bonds. At retirement, they use these accounts to generate retirement income.

One […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2019-01-09T17:53:44+00:00January 9th, 2019|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
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Changes that May Affect Your Retirement and Estate Planning

“There is nothing permanent except change.” -Heraclitus

{4:48 minutes to read}  As with everything else, the government is always changing things. Part of good financial estate and retirement planning is having plans that work under every circumstance.

Recently, a new tax law was signed and the estate tax laws have once again been changed. I […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2019-02-12T21:48:16+00:00December 13th, 2018|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
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Retirement Planning: The Method versus the Objective

{3:54 minutes to read}  If I could just get a guaranteed income for life of $10,000 per month, boy, would I ever be on easy street. Life would be grand. No worries, no stress, no fear of big market swings. If I could just get one of those old-time pensions where they guarantee me income […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2018-11-29T02:56:11+00:00November 28th, 2018|Annuities, Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
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Does Your Retirement Portfolio Include a Volatility Buffer?

{4 minutes to read}  So what exactly is a volatility buffer? A volatility buffer is a way for you to create an alternate asset class in your retirement portfolio that will allow you to avoid some of the problems of what is known as sequence of events risk. Sequence of events risk is, for instance, […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2018-11-14T17:55:05+00:00November 14th, 2018|Retirement Planning|0 Comments
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Whole Life as a Business Asset

{3:42 minutes to read}  Today, I want to talk about a concept for business owners that we call whole life as a business asset.

Many times, people who own businesses keep money in cash for a plethora of reasons. A business owner needs money readily available all the time. Business owners also have certain financial obligations […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2018-10-31T19:59:00+00:00October 31st, 2018|Blog, Financial Planning|0 Comments
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The Unfairly Maligned Whole Life Insurance

{2.24 minutes to read} This month, January 2017, our newsletter is going to focus in on the often maligned product of whole life insurance. Throughout my 33 years, I have seen how people have tried to acquire life insurance, and the one product that has worked for my clients over the years has been whole life insurance. The reason for that is the tremendous guarantees.

By |2017-03-06T11:11:48+00:00February 6th, 2017|Blog, General, Insurance Planning|0 Comments
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A Long-Term Care Update

{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.)

By |2017-03-06T11:19:27+00:00November 9th, 2016|Blog, Financial Planning, General, Long Term Care Insurance|0 Comments
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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory).Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

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