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{2.24 minutes to read} This month, January 2017, our newsletter is going to focus in on the often maligned product of whole life insurance. Throughout my 33 years, I have seen how people have tried to acquire life insurance, and the one product that has worked for my clients over the years has been whole life insurance. The reason for that is the tremendous guarantees.
{5:48 minutes to read} I wanted to welcome John DiGregorio and Natalie Luongo from the National Student Loan Service Center (NSLSC). Recently, we got together so that I could interview them on the very important service the center provides.
{2:18 minutes to read} The subject of this blog is a concept I learned recently when I went to get fitted for my golf clubs. It had to do with 2 types of determinants: measurement and calculation.
{3:06 minutes to read} On April 21, Prince (Rogers Nelson) died, leaving a $250 million estate. Because there was no will and no proactive estate plan, within 9 months Prince’s estate will have to come up with about $100,000,000 in estate taxes.
{5:30 minutes to read} In Part 1 [LINK] of our interview with Warren Goldberg, we discuss some of the misconceptions that people have about reverse mortgages. In Part 2, we will go into more depth about the rules surrounding reverse mortgages, such as who can get one, age minimums, and how borrowers can benefit.
(3 minutes to read}
In Part 1 of my interview with Peter Stahl, an expert on healthcare and financial planning, and author of the book, Top of the First – The Convergence of Healthcare and Financial Planning, we talked about what should be on the checklist to best prepare for retirement.
As our interview continued, […]
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”.
{3:00 minutes to read} Today we're very pleased to introduce Mr. Peter Stahl, author of the book called Top of the First - the Convergence of Healthcare and Financial Planning. Healthcare and financial planning is interesting subject matter as more and more people are approaching retirement
{1:06 minutes to read} I urge you to click on the video below to learn about our planning process and how we're able to help our clients plan and organize their financial lives. We help them to move from what we call the “financial junk drawer” to an organized model that can help them see their entire financial world on one piece of paper.
{3:48 minutes to read} The federal government continually changes the rules of the game when it comes to estate taxes, making it difficult to plan our lives. Just because the exemption amount for taxable estates has moved up to $5,450,000 per person this year, (a couple can pass 2 times that or $10,900,000), does not give people the ability to properly plan their estate by ignoring estate planning.
{2:00 minutes to read}This month's newsletter is focusing on Disability Income Insurance, sometimes referred to as the Achilles Heel of the financial plan, or the overlooked employee benefit.
