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Financial Planning

Update on Estate Planning and Taxes

{3 minutes to read} Recently, the House created a new proposal for estate tax. Over the next few months, many other taxes are going to potentially be changed and by the end of the year, we are more than likely to have sweeping tax law changes. So, this article is an alert to take advantage […]

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 |2021-10-22T19:03:58+00:00October 22nd, 2021|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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Top Financial Planning Tips

{3 minutes to read}

Today, I want to talk about basic, sound, financial planning, and some top planning tips to help you achieve financial success:

  1. Spend less than what you earn. For many years in our country, we had a negative savings rate. People were spending more than they were earning. It is imperative that each […]

    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 |2021-09-24T18:31:30+00:00September 15th, 2021|Blog, Financial Planning|0 Comments
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Estate Planning 2021

{4 minutes to read}

As the Biden administration ramps up, it’s inevitable that there are going to be some tax law changes. The extent of those changes obviously can’t be predicted, but I think it’s a good topic for people to consider.

Donald Trump put in a very large increase to the amount of wealth 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 |2021-07-09T15:44:58+00:00July 9th, 2021|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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Actuarial Science and Retirement Planning

{5 minutes to read}  Today’s blog is on actuarial science and retirement planning. What moved me to write about this was a recent article in Forbes Magazine by Dr. Wade Pfau, a professor at the American College. His article is titled “Whole Life Insurance in a Lifetime Financial Plan.” What he talks about is 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 |2021-05-20T11:11:45+00:00May 12th, 2021|Annuities, Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments
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More Changes are Coming so Be Prepared

{3 minutes to read}  Today’s blog is going to be about change, and how much change we’ve gone through in the last year since COVID-19 broke out. A worldwide pandemic began, and it changed our lives forever. What we are living through is remarkable with so many having been affected.

Along with the changes to ourselves […]

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 |2021-04-22T15:46:10+00:00April 22nd, 2021|Blog, Financial Planning, Insurance Planning|0 Comments
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How Can Business Owners Benefit from Insurance Protection?

{3 minutes to read}  Today, I want to talk about Whole Life as a Business Asset.

Many times business owners are seeking ways to protect their businesses against the loss of a key person, or to indemnify their company in the event of a key person or owner dying or becoming  disabled. They also can use […]

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 |2021-03-24T18:24:53+00:00March 24th, 2021|Blog, Financial Planning, Insurance Planning, Product Spotlights|0 Comments
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The 3 Phases of a Financial Plan

{4 minutes to read}

Today, I want to talk about the three phases of a financial plan:

Phase One: Wealth Accumulation. 

Phase Two: Wealth Distribution.

Phase Three: Wealth Preservation.

Phase One: Wealth Accumulation

Most people spend a good amount […]

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 |2021-02-04T15:07:34+00:00February 1st, 2021|Blog, Financial Planning, Retirement Planning|0 Comments
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Purchasing Life Insurance with Before-Tax Dollars

Today I want to talk about life insurance and how it can be purchased. Most of the time people buy life insurance with after-tax dollars — dollars that they’ve already paid taxes on. Since the SECURE Act was signed into law, one of the things we are doing more and more is looking at ways […]

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 |2021-01-25T11:54:36+00:00January 25th, 2021|Blog, Financial Planning, Insurance Planning, Tax Planning|0 Comments
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The Season of Giving

{4 minutes to read} ‘Tis the season, as they say, for gifting. So today we’re going to focus on that task. We are in a unique time period where, under the recent tax law change that Donald Trump put in, the ability for ultra-high-net-worth and high-net-worth people to gift a large amount of money is […]

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 |2020-12-16T11:44:52+00:00December 16th, 2020|Blog, Financial Planning, Tax Planning|0 Comments
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What is a Fiduciary?

{2 minutes to read} What is a fiduciary? A fiduciary is a person that is entrusted with financial decisions, whether they be investments or other types of financial responsibilities. An executor of a will, the trustee(s) of a trust, or an investment advisor regarding your investments, are all examples of fiduciaries. At Strategic Wealth Advisor […]

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 |2020-11-24T11:47:03+00:00November 24th, 2020|Blog, Financial Planning, Retirement 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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