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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 […]

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 |2019-03-13T14:18:09+00:00March 11th, 2019|Blog, Retirement Planning|0 Comments
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Social Security: A Potential $1 Million Decision

{1 minute to read}  Today we are going to talk about Social Security. For many, Social Security is the single largest asset that they have for retirement. Many people think that Social Security may not be there in the future, but we tend to think that the Social Security system will continue to […]

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 |2019-02-28T19:40:45+00:00February 26th, 2019|Blog, Retirement Planning|0 Comments
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Long-Term Care Insurance Update

{4 minutes to read}  Today, I would like to discuss, and update you, on the long-term care insurance market. Once again, as longevity risk and low-interest rates are continuing to put pressure on insurance companies, we’re seeing more increases. Companies are going back to their existing long-term care policyholders and raising […]

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 |2019-02-26T22:47:44+00:00February 5th, 2019|Blog, Long Term Care Insurance, Retirement Planning|0 Comments
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Retirement Income Planning

{4 minutes to read}

Today, we’re going to talk about retirement income planning and what we call sequence of events risk.

Most people accumulate wealth in their retirement plans where their money is invested in securities, which are usually made up of stocks and bonds. At retirement, they use these accounts to generate retirement income.

One […]

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 |2019-01-09T17:53:44+00:00January 9th, 2019|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
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Changes that May Affect Your Retirement and Estate Planning

“There is nothing permanent except change.” -Heraclitus

{4:48 minutes to read}  As with everything else, the government is always changing things. Part of good financial estate and retirement planning is having plans that work under every circumstance.

Recently, a new tax law was signed and the estate tax laws have once again been changed. I […]

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 |2019-02-12T21:48:16+00:00December 13th, 2018|Blog, Estate Planning, Financial Planning, 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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Whole Life as a Business Asset

{3:42 minutes to read}  Today, I want to talk about a concept for business owners that we call whole life as a business asset.

Many times, people who own businesses keep money in cash for a plethora of reasons. A business owner needs money readily available all the time. Business owners also have certain financial obligations […]

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 |2018-10-31T19:59:00+00:00October 31st, 2018|Blog, Financial Planning|0 Comments
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The Unfairly Maligned Whole Life Insurance

{2.24 minutes to read} This month, January 2017, our newsletter is going to focus in on the often maligned product of whole life insurance. Throughout my 33 years, I have seen how people have tried to acquire life insurance, and the one product that has worked for my clients over the years has been whole life insurance. The reason for that is the tremendous guarantees.

By |2017-03-06T11:11:48+00:00February 6th, 2017|Blog, General, Insurance 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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