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Pension Plans

iCLAT Interview w/ Brad Gornto

{8 minutes to read}

Michael Fliegelman:

Previously, we discussed in detail, qualified plans — IRAs, 401(k)s, pension plans — and how these may be great tools to accumulate wealth, which is like the first chapter in financial planning. Chapter 2 is when we hit retirement age and take a distribution, and Chapter 3 is wealth […]

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 |2022-10-31T10:36:45+00:00October 1st, 2022|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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The 3 Phases of a Financial Plan

{4 minutes to read}

Today, I want to talk about the three phases of a financial plan:

Phase One: Wealth Accumulation. 

Phase Two: Wealth Distribution.

Phase Three: Wealth Preservation.

Phase One: Wealth Accumulation

Most people spend a good amount […]

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 |2021-02-04T15:07:34+00:00February 1st, 2021|Blog, Financial Planning, Retirement Planning|0 Comments
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Bill Sharpe on Finding a Better Retirement Income Solution

{1:30 minutes to read}  Today, I want to continue the conversation we’ve been having about retirement income. I learned some time ago that the only reason people save is to be able to accumulate a pool of money that they can spend at some time in the future.

I want to introduce […]

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 |2019-06-20T11:03:21+00:00June 17th, 2019|Blog, 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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