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Market Volatility

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
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Phase 2: Wealth Distribution

{4 minutes to read}  Last week, we talked a little bit about the three phases of a financial plan — Wealth Accumulation, Wealth Distribution, and Wealth Preservation. Today, I want to focus on what might be one of the more misunderstood areas, which is Wealth Distribution.

Wealth Distribution is the phase 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 |2021-02-17T11:37:00+00:00February 17th, 2021|Blog, Retirement Planning|0 Comments
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Longevity Risk

{2 minutes to read}  As many of our clients are getting closer and closer to retirement, they are faced with many different types of risk. One risk is market volatility — where we constantly see wide ranges of performance in the stock market: markets going up and going down every single day by […]

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 |2019-12-04T17:53:35+00:00December 2nd, 2019|Blog, Retirement Planning, Tax 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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