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Changes in the Long-Term Care Business

{5 minutes to read}  Today, I want to go over the ongoing and continuous changes in the long-term care business. Since the beginning of 2021, we have seen two additional carriers pull out of the standalone or traditional long-term care space. Those carriers include MassMutual and Trans America, leaving a very small number of carriers […]

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 |2021-05-25T11:48:59+00:00May 25th, 2021|Blog, Long Term Care Insurance|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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More Changes are Coming so Be Prepared

{3 minutes to read}  Today’s blog is going to be about change, and how much change we’ve gone through in the last year since COVID-19 broke out. A worldwide pandemic began, and it changed our lives forever. What we are living through is remarkable with so many having been affected.

Along with the changes to ourselves […]

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 |2021-04-22T15:46:10+00:00April 22nd, 2021|Blog, Financial Planning, Insurance 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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How Can Business Owners Benefit from Insurance Protection?

{3 minutes to read}  Today, I want to talk about Whole Life as a Business Asset.

Many times business owners are seeking ways to protect their businesses against the loss of a key person, or to indemnify their company in the event of a key person or owner dying or becoming  disabled. They also can use […]

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 |2021-03-24T18:24:53+00:00March 24th, 2021|Blog, Financial Planning, Insurance Planning, Product Spotlights|0 Comments
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Phase 2: Wealth Distribution Cont’d

{3 minutes to read} Today, I want to continue the discussion on the second phase of financial planning, and that is Wealth Distribution and Retirement.

We spend a lot of time with our clients, helping them with plans to generate income in the most efficient manner possible, and as we discussed in prior blogs, on the […]

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 |2021-03-22T17:10:42+00:00March 22nd, 2021|Blog, Estate Planning, Retirement Planning|0 Comments
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Phase 2: Wealth Distribution

{4 minutes to read}  Last week, we talked a little bit about the three phases of a financial plan — Wealth Accumulation, Wealth Distribution, and Wealth Preservation. Today, I want to focus on what might be one of the more misunderstood areas, which is Wealth Distribution.

Wealth Distribution is the phase 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 |2021-02-17T11:37:00+00:00February 17th, 2021|Blog, Retirement Planning|0 Comments
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The 3 Phases of a Financial Plan

{4 minutes to read}

Today, I want to talk about the three phases of a financial plan:

Phase One: Wealth Accumulation. 

Phase Two: Wealth Distribution.

Phase Three: Wealth Preservation.

Phase One: Wealth Accumulation

Most people spend a good amount […]

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 |2021-02-04T15:07:34+00:00February 1st, 2021|Blog, Financial Planning, Retirement Planning|0 Comments
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Purchasing Life Insurance with Before-Tax Dollars

Today I want to talk about life insurance and how it can be purchased. Most of the time people buy life insurance with after-tax dollars — dollars that they’ve already paid taxes on. Since the SECURE Act was signed into law, one of the things we are doing more and more is looking at ways […]

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 |2021-01-25T11:54:36+00:00January 25th, 2021|Blog, Financial Planning, Insurance Planning, Tax Planning|0 Comments
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Special Needs Planning

{4 minutes to read}  Special needs planning comes about when we have clients that have a dependent (child or adult) who is not going to be able to take care of himself or herself when the parents are gone. Taking care of this special needs individual is a very, very important part of estate planning.

The […]

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 |2021-01-07T11:57:18+00:00January 7th, 2021|Blog, Estate 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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