FINANCIAL PLANNING – Page 2

Do You Still Qualify?
Do You Still Qualify?

Do You Still Qualify?

{2 minutes to read} When it comes to life insurance, disability insurance, and long-term care insurance, my experience tells me that most consumers are not aware that they have to qualify. That means that you can’t always buy these products, even if you have the money and you want to.

Every day our health changes 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|2019-07-25T17:44:57+00:00March 27th, 2019|Blog, Insurance Planning|0 Comments

The Unfairly Maligned Whole Life Insurance
The Unfairly Maligned Whole Life Insurance

The Unfairly Maligned Whole Life Insurance

{2.24 minutes to read} This month, January 2017, our newsletter is going to focus in on the often maligned product of whole life insurance. Throughout my 33 years, I have seen how people have tried to acquire life insurance, and the one product that has worked for my clients over the years has been whole life insurance. The reason for that is the tremendous guarantees.

By Michael Fliegelman|2017-03-06T11:11:48+00:00February 6th, 2017|Blog, General, Insurance Planning|0 Comments

End-of-Year Planning
End-of-Year Planning

End-of-Year Planning

{2:12 minutes to read} As things change: Taxes may change. Laws may change. Medicare, Medicaid and Social Security may change. Tax rates may change. Estate planning rules may change.

By Michael Fliegelman|2019-05-01T20:10:26+00:00December 20th, 2016|Blog, Financial Planning, General|0 Comments

The National Student Loan Service Center
The National Student Loan Service Center

The National Student Loan Service Center

{5:48 minutes to read} I wanted to welcome John DiGregorio and Natalie Luongo from the National Student Loan Service Center (NSLSC). Recently, we got together so that I could interview them on the very important service the center provides.

By Michael Fliegelman|2017-03-06T11:17:39+00:00November 18th, 2016|Blog, Financial Planning, General|0 Comments

A Long-Term Care Update
A Long-Term Care Update

A Long-Term Care Update

{2:06 minutes to read} In the world of long-term care, there always seems to be a change on the horizon. Genworth, the largest carrier of long-term care insurance in America, reported a very large single quarter loss last year. The insurance company has just agreed to be purchased by China Oceanwide for $2.7 billion. (The agreement is in place but has yet to be approved by regulators.)

By Michael Fliegelman|2017-03-06T11:19:27+00:00November 9th, 2016|Blog, Financial Planning, General, Long Term Care Insurance|0 Comments

Disability Claims
Disability Claims

Disability Claims

When someone has a disability policy and then becomes disabled, one of the most important things they need to do is properly complete the disability claim process and application. I urge all of my clients: When you become disabled, give me a call before processing and sending in the disability claim form. Let me allow […]

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|2016-10-20T02:21:23+00:00October 19th, 2016|Blog, Financial Planning, Insurance Planning|0 Comments

Disability Insurance and Buy-Sell Agreements
Disability Insurance and Buy-Sell Agreements

Disability Insurance and Buy-Sell Agreements

{3:12 minutes to read} Disability insurance is the forgotten insurance. Most of the time when people think about insurance they think about

By Michael Fliegelman|2016-10-20T02:22:17+00:00October 10th, 2016|Blog, Financial Planning, Insurance Planning|0 Comments

Measurement vs Calculation
Measurement vs Calculation

Measurement vs Calculation

{2:18 minutes to read} The subject of this blog is a concept I learned recently when I went to get fitted for my golf clubs. It had to do with 2 types of determinants: measurement and calculation.

By Michael Fliegelman|2016-10-20T02:22:43+00:00September 9th, 2016|Blog, Estate Planning, Insurance Planning|0 Comments

Goodbye to Prince—and a Chunk of His Estate
Goodbye to Prince—and a Chunk of His Estate

Goodbye to Prince—and a Chunk of His Estate

{3:06 minutes to read} On April 21, Prince (Rogers Nelson) died, leaving a $250 million estate. Because there was no will and no proactive estate plan, within 9 months Prince’s estate will have to come up with about $100,000,000 in estate taxes.

By Michael Fliegelman|2016-10-20T02:23:41+00:00August 15th, 2016|Blog, Estate Planning|0 Comments

Whose Money Is It Anyway?
Whose Money Is It Anyway?

Whose Money Is It Anyway?

{3:36 minutes to read} When clients or individuals reach the age of 80-85, sometimes their health is failing. Health care decisions may be made by others (many times the adult children), the appointed health care proxy, or the health care agent. This same adult child/children will also be left in charge of the money decisions. Recently, I had the experience of seeing how that can create a lot of problems.

By Michael Fliegelman|2016-10-20T02:24:05+00:00August 2nd, 2016|Blog, Estate Planning, Financial Planning, Long Term Care Insurance|0 Comments