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LONG TERM CARE INSURANCE

Long-Term Care Insurance in Your Future — Whether You Want it or Not!

Long-term-Care continues to be a relevant subject matter for people who are about to retire. Recently, the state of Washington enacted legislation where the citizens of the state now have an additional 2% payroll tax without any limits. So, if you make $100,000 a year, you would have $2,000 taken out of your […]

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 |2023-03-27T15:29:36+00:00March 24th, 2023|Blog, Financial Planning, Long Term Care Insurance|0 Comments
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A Long-Term Care Update

{2:06 minutes to read} In the world of long-term care, there always seems to be a change on the horizon. Genworth, the largest carrier of long-term care insurance in America, reported a very large single quarter loss last year. The insurance company has just agreed to be purchased by China Oceanwide for $2.7 billion. (The agreement is in place but has yet to be approved by regulators.)

By |2017-03-06T11:19:27+00:00November 9th, 2016|Blog, Financial Planning, General, Long Term Care Insurance|0 Comments
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Whose Money Is It Anyway?

{3:36 minutes to read} When clients or individuals reach the age of 80-85, sometimes their health is failing. Health care decisions may be made by others (many times the adult children), the appointed health care proxy, or the health care agent. This same adult child/children will also be left in charge of the money decisions. Recently, I had the experience of seeing how that can create a lot of problems.

By |2016-10-20T02:24:05+00:00August 2nd, 2016|Blog, Estate Planning, Financial Planning, Long Term Care Insurance|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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