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{5:30 minutes to read} In Part 1 [LINK] of our interview with Warren Goldberg, we discuss some of the misconceptions that people have about reverse mortgages. In Part 2, we will go into more depth about the rules surrounding reverse mortgages, such as who can get one, age minimums, and how borrowers can benefit.
{3:48 minutes to read} Today, our guest is Christopher Petillo, Certified Elder Law Attorney (CELA), and Certified Public Accountant (CPA) with the law firm of Feldman, Kramer & Monaco, P.C. He is an attorney whose expertise is in the areas of elder law and estate planning.
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In Part 1 of my interview with Peter Stahl, an expert on healthcare and financial planning, and author of the book, Top of the First – The Convergence of Healthcare and Financial Planning, we talked about what should be on the checklist to best prepare for retirement.
As our interview continued, […]
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”.
{1:06 minutes to read} I urge you to click on the video below to learn about our planning process and how we're able to help our clients plan and organize their financial lives. We help them to move from what we call the “financial junk drawer” to an organized model that can help them see their entire financial world on one piece of paper.
{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.
{3:42 minutes to read} We're now deep into a period of time where the market has been quite volatile and people are looking for alternative solutions for their retirement planning. Forbes magazine published an article called Improving Retirement Outcomes with Investments, Life Insurances, and Income Annuities [1], that might help you in your planning.
An annuity can be an income stream that may guarantee an increase for the rest of your life. Annuities are becoming more and more, a pivotal and important part of our clients’ retirement plans.
{1:36 minutes to read} I'm pleased to provide you a document we call The Key Numbers for 2016. The document outlines changes that the government makes each year pertaining to financial planning, pensions, estate planning, income taxes, etc.
{1:42 minutes to read} While we can accumulate money and assets, there is one asset above all others that needs protection. That asset is our ability to continue to earn income. How do we protect it? With quality disability income insurance.
As 2015 winds down, it is incumbent upon all people to start doing some year-end tax planning. Look at your current situation and determine what is it that you need to do to minimize your taxes. Do the right type of planning in 2015, so when tax time comes, you have the least amount of problems.
