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Financial Planning

A New Kind of Life Insurance

{5 minutes to read}  Today, I want to talk about a new life insurance product that has recently come out called a 12 Pay Whole Life Contract. In the illustration attached, you’re going to see $100,000 contributions going in for a 45-year-old individual for 12 years. This is a permanent life insurance policy that can […]

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 |2022-12-15T11:46:41+00:00December 15th, 2022|Blog, Estate Planning, Financial Planning, Insurance Planning|0 Comments
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Annuities and How They Can Fit into Your Retirement Plan

{9 minutes to read}  What seems to be top of mind for many people my age (I’m 61 years old), is retirement planning and the effect of inflation and market volatility. How are people going to navigate this difficult period that we’re going through? There is a lot of fear on the street with inflation […]

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 |2022-11-28T16:20:56+00:00November 28th, 2022|Blog, Financial Planning, Retirement Planning|0 Comments
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iCLAT Interview w/ Brad Gornt – Part 2

{12 minutes to read}

Michael Fliegelman:

We are back again for Part 2 of our discussion about Roth conversions and how to offset the income tax generated by that conversion. We are here with Mr. Brad Gornto, who can help in this kind of charitable planning. And Brad, in Part 1 of our discussion, you […]

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 |2022-10-31T10:36:53+00:00October 15th, 2022|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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iCLAT Interview w/ Brad Gornto

{8 minutes to read}

Michael Fliegelman:

Previously, we discussed in detail, qualified plans — IRAs, 401(k)s, pension plans — and how these may be great tools to accumulate wealth, which is like the first chapter in financial planning. Chapter 2 is when we hit retirement age and take a distribution, and Chapter 3 is wealth […]

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 |2022-10-31T10:36:45+00:00October 1st, 2022|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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Milevsky: The Most Important Financial Goal in Retirement Isn’t What You Think

{2 minutes to read}  In this article, we have an interview with an annuity expert named Moshe Milevsky, called The Most Important Financial Goal in Retirement Isn’t What You Think. 

The article explains that retirement is where annuities have a tremendous, tremendous advantage, which […]

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 |2022-06-13T16:30:09+00:00June 7th, 2022|Annuities, Blog, Financial Planning, Retirement Planning|0 Comments
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Laddering Fixed-Rate Annuities Offers Rates that Beat Bank CDs, Plus Flexibility

{2 minutes to read}  Below is a link to an article by Ken Nuss, about retirement planning and annuities, that I wanted to share with everyone. As the article points out, this is an alternative to the traditional way of retirement planning and may be the road, less traveled, that is sometimes worth going down.

When […]

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 |2022-06-07T01:17:27+00:00May 23rd, 2022|Annuities, Blog, Estate Planning, Financial Planning|0 Comments
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The Estate Planning Landscape

{2.5 minutes to read}  Today, I want to talk about the estate planning landscape in the United States. It seems to me that, whenever a new administration comes in, there is always a potential for change. Since the prior administration increased the lifetime exemption to an amount that now equates to over $12 million per […]

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 |2022-05-11T10:00:04+00:00May 11th, 2022|Blog, Estate Planning, Financial Planning|0 Comments
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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 the top. But once you have attained […]

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 |2022-03-10T20:04:19+00:00March 10th, 2022|Annuities, Blog, Estate Planning, Financial Planning|0 Comments
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Estate Planning for Families with Special Needs

{5 minutes to read} Today, we’re going to talk about estate planning for families that have special needs children—whether adult or minor children—and what the estate plan needs to consider for these persons with special needs.

Normally, with two children, an estate is equally left to both. However, when there is a child with special needs, […]

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 |2022-02-09T19:56:07+00:00February 9th, 2022|Blog, Estate Planning, Financial Planning|0 Comments
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The Concept of Return of Premium

{4 minutes to read}  Today, I want to talk about a concept called Return of Premium. Return of premium life insurance has been around for some time now and mostly has been talked about in the context of what we call Return of Premium Term Life Insurance. So, let’s say at the end of the […]

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 |2022-01-20T18:56:44+00:00January 20th, 2022|Blog, Financial Planning, 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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