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insurance planning

Insurance Planning: a Possible Tool and Strategy to Overcome Inflation

{4 minutes to read}  At the time of this blog, we are heading toward the end of 2022, and what was a financially challenging year for people, especially as inflation has reared its head. People are concerned about the ever-increasing cost of living as things have gone up quite a bit in the […]

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”.

The Permission Slip

{3 minutes to read} With all the volatility in the market and a lot of fear on the street with recession and inflation, some basic financial planning concepts may serve to help some of the readers today.

There is a concept I learned about 20 years ago called The Permission Slip, built around the idea of […]

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 |2022-10-17T16:23:32+00:00October 17th, 2022|Blog, Estate Planning, Retirement Planning|0 Comments