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Annuities

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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Retirement Planning, Procrastination, and Safe Withdrawal Rates

{3 minutes to read}

As we’ve been discussing over the last few weeks, retirement planning has been a focus of mine. I want to continue down that path and talk conceptually about something we call the journey.

When someone is climbing a mountain, the objective is usually to get to the top. But once you have attained […]

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 |2022-03-10T20:04:19+00:00March 10th, 2022|Annuities, Blog, Estate Planning, Financial Planning|0 Comments
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Actuarial Science and Retirement Planning

{5 minutes to read}  Today’s blog is on actuarial science and retirement planning. What moved me to write about this was a recent article in Forbes Magazine by Dr. Wade Pfau, a professor at the American College. His article is titled “Whole Life Insurance in a Lifetime Financial Plan.” What he talks about is a […]

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 |2021-05-20T11:11:45+00:00May 12th, 2021|Annuities, Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments
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The Value of Annuities in Retirement Planning

Today, we’re going to talk about retirement planning and the case for annuities. There was a recent article in the Wall Street Journal titled “The Case for Replacing Some Bonds With Annuities“. The first line says, “Unless you die relatively young, income annuities will give you more retirement spending power than bonds, […]

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 |2021-04-09T10:52:23+00:00April 9th, 2021|Annuities, Blog, Retirement Planning|0 Comments
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Retirement Income Annuities

{2:30 minutes to read} Today we want to talk about retirement income annuities once again. The subject of annuities is so often misunderstood and maligned, but think about what it would be like to have a guaranteed income at a level that would cover your monthly expenses for the rest of your life.

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 |2019-06-10T21:14:14+00:00June 2nd, 2019|Annuities, Blog, 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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Improving Retirement Incomes

{3:42 minutes to read} We're now deep into a period of time where the market has been quite volatile and people are looking for alternative solutions for their retirement planning. Forbes magazine published an article called Improving Retirement Outcomes with Investments, Life Insurances, and Income Annuities [1], that might help you in your planning.

By |2016-10-20T02:02:17+00:00February 18th, 2016|Annuities, Blog, Retirement Planning|0 Comments
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The Basics on Annuities

Today I wanted to introduce a video called the “Basics on Annuities”. Enjoy this short, two minute video on fixed annuities and let us know if there is anything we can do to help educate you on how annuities might be something to be considered as part of your retirement plan.

By |2013-07-25T19:44:52+00:00July 25th, 2013|Annuities, Blog, Estate Planning, Financial Planning, Retirement Planning|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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