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Life Insurance Asset Management

Bathtub Faucet drippingIt’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 |2020-05-22T17:31:19+00:00May 22nd, 2020|Blog, General, Insurance Planning|0 Comments
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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 |2020-05-08T17:29:12+00:00May 1st, 2020|Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments
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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 |2020-05-01T20:08:56+00:00April 20th, 2020|Blog, Estate Planning|0 Comments
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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 |2020-04-08T09:59:35+00:00April 8th, 2020|Blog, Insurance Planning|0 Comments
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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 |2020-03-25T10:48:57+00:00March 22nd, 2020|Blog, Financial Planning, Insurance Planning, Retirement Planning, Tax Planning|0 Comments
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Estate Tax Loss

Under the new Trump Estate Tax Law, many of the clients we talk to feel like they don’t have an estate tax problem. “Estate taxes are so high, and I have a federal exemption that for a husband and a wife, can go up to $22 million, it’s indexed, so I’m […]

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 |2020-02-25T19:15:26+00:00February 16th, 2020|Blog, Estate Planning, Tax Planning|0 Comments
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Disability Income Insurance

In many ways, disability insurance is the most important part of someone’s financial plan. You may ask yourself, how long will I be able to be okay if my paycheck stopped? Disability insurance is the vehicle by which people can continue to get that income. 

But what I have noticed is most […]

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 |2020-02-14T01:48:17+00:00February 10th, 2020|Blog, Disability Insurance, Financial Planning, Insurance Planning|0 Comments
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Estate Equalization and Family Businesses

{2 minutes to read}  In this blog, I want to talk about the importance of estate equalization in family businesses. Many times, a husband and wife may own a closely held business. And let’s say they have two children, one is involved in the business, and one is not.

The planning challenge for people like this […]

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 |2020-01-30T03:59:31+00:00January 30th, 2020|Blog, Estate Planning|0 Comments
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IRS Indexed Limits for 2020

Every year, the IRS indexes limits to qualified retirement plans. Attached is the update for 2020.

What is important to be aware of is that now contributions to your 401(k) or 403(B) that are taken out of your paycheck, go up from $19,000 to $19,500. 457 limits for not-for-profit organizations are also […]

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 |2020-01-22T15:22:51+00:00January 22nd, 2020|Blog, Retirement Planning|0 Comments
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Longevity Risk

{2 minutes to read}  As many of our clients are getting closer and closer to retirement, they are faced with many different types of risk. One risk is market volatility — where we constantly see wide ranges of performance in the stock market: markets going up and going down every single day by […]

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 |2019-12-04T17:53:35+00:00December 2nd, 2019|Blog, Retirement Planning, Tax 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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