Blog – Page 6 – Swan Wealth

The Season of Giving
The Season of Giving

The Season of Giving

{4 minutes to read} ‘Tis the season, as they say, for gifting. So today we’re going to focus on that task. We are in a unique time period where, under the recent tax law change that Donald Trump put in, the ability for ultra-high-net-worth and high-net-worth people to gift a large amount of money is […]

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|2020-12-16T11:44:52+00:00December 16th, 2020|Blog, Financial Planning, Tax Planning|0 Comments

November is Long-Term Care Month
November is Long-Term Care Month

November is Long-Term Care Month

{4 minutes to read}

At the time of this writing, it is Election Day, November 3rd, 2020. And besides being a very big day in America, it is also Long-Term Care Awareness Month.

Long-term care, to me, is a very personal thing because both my parents and my wife Donna’s parents spent time in assisted living nursing […]

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|2020-11-24T15:50:12+00:00November 24th, 2020|Blog, Long Term Care Insurance|0 Comments

What is a Fiduciary?
What is a Fiduciary?

What is a Fiduciary?

{2 minutes to read} What is a fiduciary? A fiduciary is a person that is entrusted with financial decisions, whether they be investments or other types of financial responsibilities. An executor of a will, the trustee(s) of a trust, or an investment advisor regarding your investments, are all examples of fiduciaries. At Strategic Wealth Advisor […]

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|2020-11-24T11:47:03+00:00November 24th, 2020|Blog, Financial Planning, Retirement Planning|0 Comments

Employee Benefit Programs
Employee Benefit Programs

Employee Benefit Programs

{4 minutes to read} Many times the first level of employee benefit programs for business owners is to establish a pension or 401(k) plan. Many times, however, business owners want to do something additional for, let’s say a key employee. There are areas of benefits that allow people who own businesses to provide a benefit […]

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|2020-10-07T11:58:29+00:00October 7th, 2020|Blog, General, Retirement Planning, Tax Planning|0 Comments

Why Should You Give Us a Call?
Why Should You Give Us a Call?

Why Should You Give Us a Call?

{4 minutes to read} Today I want to talk about three subjects:

What do we actually do?
How can we help?
Why should you consider working with us?

What Do We Actually Do?

What we do is very diverse. We go under the heading of providing financial planning, but many times people don’t want to do 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 Michael Fliegelman|2020-09-23T11:40:06+00:00September 23rd, 2020|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments

The Pain of Discipline Versus the Pain of Regret
The Pain of Discipline Versus the Pain of Regret

The Pain of Discipline Versus the Pain of Regret

Today, I want to discuss with everyone two concepts that overlap. One is called The Pain of Discipline versus the Pain of Regret. The other one is Risk versus Consequences.

In 36 years of doing financial and insurance planning with many different types of people, I recognize that sometimes when we talk about risk with clients, […]

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|2020-09-09T03:32:47+00:00September 7th, 2020|Blog, Disability Insurance, Estate Planning, Financial Planning, Insurance Planning, Long Term Care Insurance|0 Comments

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

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