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College Savings

The Gift of a Lifetime

We are now in December and people are thinking about the holidays and gift giving. Since we all think about what would be a significant or the best gift, I’d like to urge everybody to consider giving a Gift of a Lifetime. Gift of a Lifetime is a program designed for parents and/or grandparents to […]

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 |2021-12-09T15:42:17+00:00December 9th, 2021|Blog, Estate Planning|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