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INVESTMENTS

Laddering Fixed-Rate Annuities Offers Rates that Beat Bank CDs, Plus Flexibility

{2 minutes to read}  Below is a link to an article by Ken Nuss, about retirement planning and annuities, that I wanted to share with everyone. As the article points out, this is an alternative to the traditional way of retirement planning and may be the road, less traveled, that is sometimes worth going down.

When […]

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 |2022-06-07T01:17:27+00:00May 23rd, 2022|Annuities, Blog, Estate Planning, Financial Planning|0 Comments
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The Value of Annuities in Retirement Planning

Today, we’re going to talk about retirement planning and the case for annuities. There was a recent article in the Wall Street Journal titled “The Case for Replacing Some Bonds With Annuities“. The first line says, “Unless you die relatively young, income annuities will give you more retirement spending power than bonds, […]

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 |2021-04-09T10:52:23+00:00April 9th, 2021|Annuities, Blog, Retirement Planning|0 Comments
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Retirement Planning, Procrastination, and Safe Withdrawal Rates

{3 minutes to read} As we’ve been discussing over the last few weeks, retirement planning has been a focus of mine. I want to continue down that path and talk conceptually about something we call the journey.

When someone is climbing a mountain, the objective is usually to get to […]

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 |2019-03-13T14:18:09+00:00March 11th, 2019|Blog, Retirement Planning|0 Comments
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Big Picture Planning

When we look very closely at things, we sometimes get a distorted view. Let's say we are looking closely at the ground. If we place a level on the ground, we can see that the earth we are walking on is flat. But as we move up and away from the ground, eventually we can start to see that the earth is actually not flat, but is round.

By |2019-07-20T06:31:16+00:00January 1st, 2015|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
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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
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Premium Financing? What is That?

I want to introduce a concept that has become popular over the last few years since interest rates have gone down. It is a concept called Premium Financing, with which wealthy people can acquire needed life insurance liquidity for trusts set up for their families.

By |2019-07-20T05:03:15+00:00September 12th, 2013|Blog, Estate Planning, Financial Planning, Insurance Planning|0 Comments
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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
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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.

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