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estate plan

Family Love Letter – Estate Planning

{3 minutes to read}  Today, I want to talk about estate planning. Recently, I was introduced to a service that we can provide, called the Family Love Letter. It struck me as being so powerful and so helpful for people that I wanted to offer it up to our clients who would benefit from it.

Before […]

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 |2023-02-10T15:56:31+00:00January 25th, 2023|Estate Planning|0 Comments
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Top Financial Planning Tips

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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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Special Needs Planning

{4 minutes to read}  Special needs planning comes about when we have clients that have a dependent (child or adult) who is not going to be able to take care of himself or herself when the parents are gone. Taking care of this special needs individual is a very, very important part of estate planning.

The […]

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 |2021-01-07T11:57:18+00:00January 7th, 2021|Blog, Estate Planning|0 Comments
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Use It or Lose It — The Current Tax Law

{3 minutes to read}

Today, I want to talk about the concept of “use it or lose it,” and how it pertains to the current tax law for wealthy clients. At the time of this blog, there are two weeks to the next presidential election. During Donald Trump’s time in office, he significantly increased the lifetime […]

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 |2020-10-20T10:38:02+00:00October 20th, 2020|Estate Planning, Retirement Planning|0 Comments
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Estate Planning

{3:48 minutes to read} The federal government continually changes the rules of the game when it comes to estate taxes, making it difficult to plan our lives. Just because the exemption amount for taxable estates has moved up to $5,450,000 per person this year, (a couple can pass 2 times that or $10,900,000), does not give people the ability to properly plan their estate by ignoring estate planning.

By |2016-10-20T02:44:09+00:00April 11th, 2016|Blog, Estate 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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