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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”.

Annuities and How They Can Fit into Your Retirement Plan

{9 minutes to read}  What seems to be top of mind for many people my age (I’m 61 years old), is retirement planning and the effect of inflation and market volatility. How are people going to navigate this difficult period that we’re going through? There is a lot of fear on the street with inflation […]

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 |2022-11-28T16:20:56+00:00November 28th, 2022|Blog, Financial Planning, Retirement Planning|0 Comments
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The Permission Slip

{3 minutes to read} With all the volatility in the market and a lot of fear on the street with recession and inflation, some basic financial planning concepts may serve to help some of the readers today.

There is a concept I learned about 20 years ago called The Permission Slip, built around the idea of […]

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 |2022-10-17T16:23:32+00:00October 17th, 2022|Blog, Estate Planning, Retirement Planning|0 Comments
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iCLAT Interview w/ Brad Gornt – Part 2

{12 minutes to read}

Michael Fliegelman:

We are back again for Part 2 of our discussion about Roth conversions and how to offset the income tax generated by that conversion. We are here with Mr. Brad Gornto, who can help in this kind of charitable planning. And Brad, in Part 1 of our discussion, you […]

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 |2022-10-31T10:36:53+00:00October 15th, 2022|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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iCLAT Interview w/ Brad Gornto

{8 minutes to read}

Michael Fliegelman:

Previously, we discussed in detail, qualified plans — IRAs, 401(k)s, pension plans — and how these may be great tools to accumulate wealth, which is like the first chapter in financial planning. Chapter 2 is when we hit retirement age and take a distribution, and Chapter 3 is wealth […]

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 |2022-10-31T10:36:45+00:00October 1st, 2022|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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Milevsky: The Most Important Financial Goal in Retirement Isn’t What You Think

{2 minutes to read}  In this article, we have an interview with an annuity expert named Moshe Milevsky, called The Most Important Financial Goal in Retirement Isn’t What You Think. 

The article explains that retirement is where annuities have a tremendous, tremendous advantage, which […]

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 |2022-06-13T16:30:09+00:00June 7th, 2022|Annuities, Blog, Financial Planning, Retirement Planning|0 Comments
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Laddering Fixed-Rate Annuities Offers Rates that Beat Bank CDs, Plus Flexibility

{2 minutes to read}  Below is a link to an article by Ken Nuss, about retirement planning and annuities, that I wanted to share with everyone. As the article points out, this is an alternative to the traditional way of retirement planning and may be the road, less traveled, that is sometimes worth going down.

When […]

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 |2022-06-07T01:17:27+00:00May 23rd, 2022|Annuities, Blog, Estate Planning, Financial Planning|0 Comments
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The Estate Planning Landscape

{2.5 minutes to read}  Today, I want to talk about the estate planning landscape in the United States. It seems to me that, whenever a new administration comes in, there is always a potential for change. Since the prior administration increased the lifetime exemption to an amount that now equates to over $12 million per […]

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 |2022-05-11T10:00:04+00:00May 11th, 2022|Blog, Estate Planning, Financial Planning|0 Comments
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The Rules Related to Required Minimum Distributions

{2.5 minutes to read}

We are writing to remind our clients of the rules related to Required Minimum Distributions (RMDs), as the distribution deadline for those that attained age 72 in 2021 is fast approaching. This reminder may be relevant to you or someone that you know.

By way of background, those that have attained age 72 […]

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 |2022-04-29T10:42:17+00:00April 29th, 2022|Blog, Retirement Planning|0 Comments
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Fear and Hope

{4 minutes to read} Today, I wanted to share a piece from my very close friend, CPA, Investment RIA Partner Jonathan Gassman, who wrote to me recently. I reiterate the closing statement — I am grateful for all the folks we work with and help, and are here to chat if you would like.

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 |2022-04-11T14:37:20+00:00April 11th, 2022|Blog, General|0 Comments
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