Check the background of this investment professional on FINRA BrokerCheck

GROWING OLDER

Retirement Risks

{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”.

By |2022-01-07T18:30:00+00:00October 21st, 2015|Blog, Retirement Planning|0 Comments
Read More

Concerned About Having a Sustainable Retirement Income? Watch this!

I want to introduce our 3-part video series called, Retirement Risks. These videos go into depth on some of the planning that we think is critically important for generating a sustainable retirement income that you can enjoy for the rest of your life. I hope you find these videos useful.

By |2014-07-24T17:28:56+00:00July 24th, 2014|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
Read More

Have You Planned for Your Retirement? Part 2

As outlined in Part 1, given all the factors that need to be considered in order to plan for your retirement, there is really no way to determine what is the exact right amount of money. There are, however, certain things that you can do to position yourself in the best possible way.

By |2014-01-09T16:11:39+00:00January 9th, 2014|Blog, Financial Planning, Retirement Planning|0 Comments
Read More

The Basics on Annuities

Today I wanted to introduce a video called the “Basics on Annuities”. Enjoy this short, two minute video on fixed annuities and let us know if there is anything we can do to help educate you on how annuities might be something to be considered as part of your retirement plan.

By |2013-07-25T19:44:52+00:00July 25th, 2013|Annuities, Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
Read More

Mortality Credits and Guaranteed Income

Retirement planning for people over the last 5-6 years has become a little more challenging than it used to be. People are now more cautious with their money, and their focus on generating guaranteed income for life is becoming a greater necessity.

By |2019-07-20T04:59:53+00:00July 11th, 2013|Annuities, Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
Read More

The Importance of Planning for Long Term Care

Today I want to introduce a video that was posted on the Life Website. The video talks about a family and long term care. It’s an interesting story and highlights the challenges that many people face.

By |2013-06-06T19:26:10+00:00June 6th, 2013|Blog, Estate Planning, Financial Planning, Insurance Planning, Long Term Care Insurance|0 Comments
Read More

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory).Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

Check the background of this investment professional on FINRA BrokerCheck