Estate Planning – Page 3

Use It or Lose It — The Current Tax Law
Use It or Lose It — The Current Tax Law

Use It or Lose It — The Current Tax Law

{3 minutes to read}

Today, I want to talk about the concept of “use it or lose it,” and how it pertains to the current tax law for wealthy clients. At the time of this blog, there are two weeks to the next presidential election. During Donald Trump’s time in office, he significantly increased the lifetime […]

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|2020-10-20T10:38:02+00:00October 20th, 2020|Estate Planning, Retirement 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

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

Estate Planning Opportunities
Estate Planning Opportunities

Estate Planning Opportunities

{2 minutes to read} Now that we are deep into the market correction from the coronavirus impact, we have some estate planning opportunities that I think are worth considering.

Estate planning in a low-interest-rate environment is a great opportunity for many people. In addition, we now have the ability to make larger gifts to children, 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|2020-06-23T09:58:19+00:00June 23rd, 2020|Estate 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

Estate Planning Opportunities Courtesy of the Coronavirus
Estate Planning Opportunities Courtesy of the Coronavirus

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 Michael Fliegelman|2020-05-08T17:29:12+00:00May 1st, 2020|Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments

Smart Estate Planning: The Demise of the Stretch IRA
Smart Estate Planning: The Demise of the Stretch IRA

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 Michael Fliegelman|2020-05-01T20:08:56+00:00April 20th, 2020|Blog, Estate Planning|0 Comments

Estate Tax Loss
Estate Tax Loss

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

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