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ESTATE PLANNING

Tax Law Changes for 2023

{2 minutes to read} In the beginning of the year, we try and create a communication to all of our friends and clients, and people we know, about what changes are taking place from a tax perspective. There are lots of changes every January, and this year is no exception. 

Each year, […]

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 |2023-04-24T16:25:27+00:00April 4th, 2023|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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Estate Planning for Families with Special Needs

{5 minutes to read} Today, we’re going to talk about estate planning for families that have special needs children—whether adult or minor children—and what the estate plan needs to consider for these persons with special needs.

Normally, with two children, an estate is equally left to both. However, when there is a child with special needs, […]

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 |2022-02-09T19:56:07+00:00February 9th, 2022|Blog, Estate Planning, Financial Planning|0 Comments
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Why Should You Give Us a Call?

{4 minutes to read}  Today I want to talk about three subjects:

  1. What do we actually do?
  2. How can we help?
  3. Why should you consider working with us?

What Do We Actually Do?

What we do is very diverse. We go under the heading of providing financial planning, but many times people don’t want to do 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 |2020-09-23T11:40:06+00:00September 23rd, 2020|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
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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 |2020-05-08T17:29:12+00:00May 1st, 2020|Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments
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Smart Estate Planning: The Demise of the Stretch IRA

{3 minutes to read}  Today, I want to talk about the new legislation called the SECURE Act. As we reported in an earlier blog, the SECURE Act was signed into law recently and one of the major components of the Act is to reform the stretch IRA, which allowed people who […]

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 |2020-05-01T20:08:56+00:00April 20th, 2020|Blog, Estate Planning|0 Comments
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The SECURE Act of 2019

{2 minutes to read}  Today, I want to talk about new retirement plan rules based upon the SECURE Act of 2019. SECURE stands for Setting Every Community Up for Retirement Enhancement and there are some major changes for qualified […]

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 |2020-03-25T10:48:57+00:00March 22nd, 2020|Blog, Financial Planning, Insurance Planning, Retirement Planning, Tax Planning|0 Comments
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How Do You Define Good Planning?

{2 minutes to read} Today, I want to talk about what happened to me while I was visiting an advisor that works through my organization. She shared with me how someone had passed away, hadn’t done the planning, and didn’t have adequate life insurance. The family was desperate for money for last […]

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 |2019-11-20T18:37:20+00:00November 19th, 2019|Blog, Estate Planning, Insurance Planning|0 Comments
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The Retirement Maven

Ma⦁ven – An expert or connoisseur

{2 minutes to read}  With my colleagues Jonathan Gassman and John Male at G&G Planning Concepts Inc., an investment advisory firm with which I’m affiliated, we launched a new website called The Retirement Maven. […]

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 |2019-09-12T17:00:45+00:00September 9th, 2019|Blog, Retirement Planning|0 Comments
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Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

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