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{5:42 minutes to read} Today, I have a very special guest joining us, Mr. Mark Bullock. He shared with me a story that made me think about a concept that I learned many years ago; the pain of discipline versus the pain of regret
{1:00 minute to read} In mountain climbing, the goal for most people is to get to the top. The challenge, however, is that once you are at the top, you need to make it back down to the bottom. In the movie Everest, which documents an expedition by a group of climbers, getting down the mountain […]
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”.
{5:18 minutes to read} A very important topic for people as they enter retirement, is choosing a social security filing strategy that is going to help support them during retirement.
September is Life Insurance Awareness Month and I urge each of you to take a look at your life insurance. In the August 9 issue of the Wall Street Journal, an article featured a couple of retired school teachers in upstate New York who, years ago, when interest rates were significantly higher, purchased a type of insurance product that was based upon those interest assumptions. Unfortunately, their life insurance premiums went up significantly because of the low interest rate environment that exists now.
{1:00 minutes to read} September is Life Insurance Awareness Month. Other assets that you purchase, such as investments, real estate, or property, get reviewed and managed as a matter of course. But when it comes to life insurance, many times people just buy it, put it in a drawer, and leave it there.
{2:36 minutes to read} The long term care business continues to be an area of concern for many people. The problem is worsening because people are living longer and the cost of health care and long term care coverage continues to rise.
{2:30 minutes to read} In a prior blog, we talked about a concept that is still very popular today called life insurance premium financing. Life insurance premium financing is a strategy that takes advantage of a low interest rate environment. It's not for the many, but it's definitely for the few.
{2:30 minutes to read} Throughout our lives, we're forced to contribute considerable amounts of money into the Social Security system, and then on a given day, we have to decide how we're going to best take the distribution. It's a daunting task. Because of low interest and longevity rates, Social Security is a huge retirement decision for everyone.
Strategic Wealth Advisors Network is a benefit planning firm, providing the highest level of service to business owners. We have been providing consulting services to corporations and businesses regarding their benefits, for some 30 years.
{1:20 minutes to read} Many people are trying to manage life insurance policies, whether they’re policies on their own life, or policies in a trust for which they are a trustee. You have to make the best policy decisions.
