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{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 […]
{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 […]
{2 minutes to read} As many of our clients are getting closer and closer to retirement, they are faced with many different types of risk. One risk is market volatility — where we constantly see wide ranges of performance in the stock market: markets going up and going down every single day by […]
{1:30 minutes to read} Today, I want to continue the conversation we’ve been having about retirement income. I learned some time ago that the only reason people save is to be able to accumulate a pool of money that they can spend at some time in the future.
I want to introduce […]
{5:48 minutes to read} I wanted to welcome John DiGregorio and Natalie Luongo from the National Student Loan Service Center (NSLSC). Recently, we got together so that I could interview them on the very important service the center provides.
Your questions and feedback are very important to me. Please telephone, email me or use the form below to contact me or my team.
Email: Michael@SWANWealth.com
Telephone: 631-262-9254
PRIVACY POLICY – Effective: January 1, 2009
This Privacy Policy applies to the Strategic Wealth Advisors Website located at www.SwanWealth.com, and governs its data collection, usage, and services. This Privacy Policy discloses how we collect, protect, use, and share information gathered about you on our Web site.
Non-Personal and Aggregated Information […]
“Are You Worthy of Trust” is an article written by leadership consultant Dennis Hooper. I’ve used this piece as a guiding principle to measure myself: Am I worthy of trust to earn your business?
Let me know what you think of my "10 Rules for Being Human." I'd love to hear your feedback.
