Michael Fliegelman – Page 7

Coronavirus and Insurance Planning
Coronavirus and Insurance Planning

Coronavirus and Insurance Planning

{2 minutes to read}

So, what are you doing about your insurance needs?

A lot of changes have happened in the year 2020, which we have now dubbed “2✱2✱.” We are replacing the zeros with asterisks because the world has changed and this is the year of exceptions.

However, some things remain the same and people still have […]

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 Michael Fliegelman|2020-08-20T10:58:15+00:00August 20th, 2020|Blog, Financial Planning, Insurance Planning|0 Comments

2020 — The Year of Challenges
2020 — The Year of Challenges

2020 — The Year of Challenges

{2 minutes to read} So 2020 has a zero and a second zero. Instead of seeing 2020 as we move forward, we will begin to see it as “the year of the exception,” aka the 2✱2✱ because of the historical implications that this year holds.

The world is upside down between the COVID-19 pandemic and racial […]

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 Michael Fliegelman|2020-07-28T20:02:38+00:00July 28th, 2020|Blog, Financial Planning, General|0 Comments

Is Your Retirement Plan Balanced?
Is Your Retirement Plan Balanced?

Is Your Retirement Plan Balanced?

{5 minutes to read} Is your retirement plan balanced? Many times over my 36-year career, I’ve met people who are approaching retirement. One particular case was a 57-year-old couple approaching retirement, and their predominant assets were their retirement plans and their home. The retirement account, which they have been funding for many years by inputting […]

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 Michael Fliegelman|2020-07-08T10:26:47+00:00July 8th, 2020|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments

Estate Planning Opportunities
Estate Planning Opportunities

Estate Planning Opportunities

{2 minutes to read} Now that we are deep into the market correction from the coronavirus impact, we have some estate planning opportunities that I think are worth considering.

Estate planning in a low-interest-rate environment is a great opportunity for many people. In addition, we now have the ability to make larger gifts to children, and […]

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 Michael Fliegelman|2020-06-23T09:58:19+00:00June 23rd, 2020|Estate Planning|0 Comments

Life Insurance in the Digital Age
Life Insurance in the Digital Age

Life Insurance in the Digital Age

{1 minute to read} I am seeing the future of life insurance and it is completely digital.

Mass Mutual’s Coverpath program allows for instant quotes, a shareable digital application, and even immediate approval for your most qualified clients: up to $1 million of coverage along with an e-delivery payment and […]

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 Michael Fliegelman|2020-06-03T11:39:29+00:00May 31st, 2020|Blog, Estate Planning, Financial Planning, Insurance Planning|0 Comments

Life Insurance Asset Management
Life Insurance Asset Management

Life Insurance Asset Management

It’s an unfortunate fact that many policies will simply not perform as their policy owners expect them to, and yet;

Many policy owners, insureds, and trustees are not aware of the risk that the policy they own will not remain in force for their entire […]

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 Michael Fliegelman|2020-05-22T17:31:19+00:00May 22nd, 2020|Blog, General, Insurance Planning|0 Comments

Estate Planning Opportunities Courtesy of the Coronavirus
Estate Planning Opportunities Courtesy of the Coronavirus

Estate Planning Opportunities Courtesy of the Coronavirus

{4 minutes to read}

First and foremost, I want to encourage everyone to do their best to stay healthy and be safe practicing social distancing. As I say to everybody, stay home, stay safe, and stay sane during this difficult period that we’re going through.

Whenever we go through difficult periods, […]

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 Michael Fliegelman|2020-05-08T17:29:12+00:00May 1st, 2020|Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments

Smart Estate Planning: The Demise of the Stretch IRA
Smart Estate Planning: The Demise of the Stretch IRA

Smart Estate Planning: The Demise of the Stretch IRA

{3 minutes to read} Today, I want to talk about the new legislation called the SECURE Act. As we reported in an earlier blog, the SECURE Act was signed into law recently and one of the major components of the Act is to reform the stretch IRA, which allowed people who […]

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 Michael Fliegelman|2020-05-01T20:08:56+00:00April 20th, 2020|Blog, Estate Planning|0 Comments

Don’t Surrender That Life Insurance Policy or Let It Lapse!
Don’t Surrender That Life Insurance Policy or Let It Lapse!

Don’t Surrender That Life Insurance Policy or Let It Lapse!

{4 minutes to read} Today, I want to talk about a situation that came up with one of our clients which caused me to want to share something important about life insurance. No one should ever surrender or let their life insurance policy lapse before doing appropriate due diligence and review.

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 Michael Fliegelman|2020-04-08T09:59:35+00:00April 8th, 2020|Blog, Insurance Planning|0 Comments

The SECURE Act of 2019
The SECURE Act of 2019

The SECURE Act of 2019

{2 minutes to read} Today, I want to talk about new retirement plan rules based upon the SECURE Act of 2019. SECURE stands for Setting Every Community Up for Retirement Enhancement and there are some major changes for qualified […]

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 Michael Fliegelman|2020-03-25T10:48:57+00:00March 22nd, 2020|Blog, Financial Planning, Insurance Planning, Retirement Planning, Tax Planning|0 Comments

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About Michael Fliegelman