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Financial Planning

    Our CEO — Chief Experience Officer!

    {1 minutes to read}  

    Deborah Marcovecchio, Director of Client RelationsI want to introduce you to our CEO — that is, our Chief Experience Officer, Deborah Marcovecchio.

    When we do business with a client, many times there’s going to be 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 |2019-08-29T11:11:51+00:00August 27th, 2019|Blog, Financial Planning, General|0 Comments

      College Planning and College Loans

      {3 minutes to read}

      Today, let’s talk about college planning and college loans. Here is a link to a speech given to the graduating class of 2019 at Morehouse University where the graduates were told that all their student loans were going to be paid through a grant. The graduates were understandably excited, but it […]

      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 |2019-07-25T17:34:49+00:00July 25th, 2019|Blog, Financial Planning|0 Comments

        Disability Insurance Awareness Month

        {2 minutes to read}  With May being Disability Insurance Awareness Month, I wanted to focus on disability insurance — which is in so many ways the Achilles heel of a financial plan. Too many times, people rely on their company or government benefits like Social Security or state disability, which don’t necessarily provide adequate protection.

        Think […]

        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 |2019-05-16T14:10:52+00:00May 16th, 2019|Financial Planning|0 Comments

          Are Tax-Deferred Retirement Plans the Best Way to Save?

          {4 minutes to read}  Today, we are going to continue the conversation about retirement planning. As people begin to reach their 50s and 60s, they start thinking about how they are going to generate the income they need during retirement. One of the things that we provide is a report on

          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”.

            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”.

              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”.

                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”.

                  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