Check the background of this investment professional on FINRA BrokerCheck

Estate Planning

How Do You Define Good Planning?

{2 minutes to read} Today, I want to talk about what happened to me while I was visiting an advisor that works through my organization. She shared with me how someone had passed away, hadn’t done the planning, and didn’t have adequate life insurance. The family was desperate for money for last […]

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 |2019-11-20T18:37:20+00:00November 19th, 2019|Blog, Estate Planning, Insurance Planning|0 Comments
Read More

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
Read More

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
Read More

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
Read More

Whose Money Is It Anyway?

{3:36 minutes to read} When clients or individuals reach the age of 80-85, sometimes their health is failing. Health care decisions may be made by others (many times the adult children), the appointed health care proxy, or the health care agent. This same adult child/children will also be left in charge of the money decisions. Recently, I had the experience of seeing how that can create a lot of problems.

By |2016-10-20T02:24:05+00:00August 2nd, 2016|Blog, Estate Planning, Financial Planning, Long Term Care Insurance|0 Comments
Read More

Reverse Mortgages – An Interview With Warren Goldberg, Part 2

{5:30 minutes to read} In Part 1 [LINK] of our interview with Warren Goldberg, we discuss some of the misconceptions that people have about reverse mortgages. In Part 2, we will go into more depth about the rules surrounding reverse mortgages, such as who can get one, age minimums, and how borrowers can benefit.

By |2016-10-20T02:24:36+00:00July 19th, 2016|Blog, Estate Planning, Retirement Planning|0 Comments
Read More

Elder Law and Estate Planning: An Interview with Chris Petillo Part 2

{3:48 minutes to read} In Part 2 of our conversation with Chris Petillo, Certified Elder Law Attorney (CELA) and Certified Public Accountant (CPA) with the law firm of Feldman, Kramer & Monaco, P.C, we concentrate on Medicaid and a little-known way to boost your retirement funds using your health savings account:

By |2016-10-20T02:26:08+00:00July 6th, 2016|Blog, Estate Planning, Long Term Care Insurance, Retirement Planning|0 Comments
Read More

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.

Check the background of this investment professional on FINRA BrokerCheck