Coronavirus – Swan Wealth

2020 — The Year of Challenges
2020 — The Year of Challenges

2020 — The Year of Challenges

{2 minutes to read} So 2020 has a zero and a second zero. Instead of seeing 2020 as we move forward, we will begin to see it as “the year of the exception,” aka the 2✱2✱ because of the historical implications that this year holds.

The world is upside down between the COVID-19 pandemic and racial […]

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 Michael Fliegelman|2020-07-28T20:02:38+00:00July 28th, 2020|Blog, Financial Planning, General|0 Comments

Estate Planning Opportunities

{2 minutes to read} Now that we are deep into the market correction from the coronavirus impact, we have some estate planning opportunities that I think are worth considering.

Estate planning in a low-interest-rate environment is a great opportunity for many people. In addition, we now have the ability to make larger gifts to children, and […]

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 Michael Fliegelman|2020-06-23T09:58:19+00:00June 23rd, 2020|Estate Planning|0 Comments

Estate Planning Opportunities Courtesy of the Coronavirus

{4 minutes to read}

First and foremost, I want to encourage everyone to do their best to stay healthy and be safe practicing social distancing. As I say to everybody, stay home, stay safe, and stay sane during this difficult period that we’re going through.

Whenever we go through difficult periods, […]

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 Michael Fliegelman|2020-05-08T17:29:12+00:00May 1st, 2020|Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments