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”.