Check the background of this investment professional on FINRA BrokerCheck
Skip to content
{1:36 minutes to read} I'm pleased to provide you a document we call The Key Numbers for 2016. The document outlines changes that the government makes each year pertaining to financial planning, pensions, estate planning, income taxes, etc.
{5:42 minutes to read} Today, I have a very special guest joining us, Mr. Mark Bullock. He shared with me a story that made me think about a concept that I learned many years ago; the pain of discipline versus the pain of regret
{5:18 minutes to read} A very important topic for people as they enter retirement, is choosing a social security filing strategy that is going to help support them during retirement.
{2:36 minutes to read} The long term care business continues to be an area of concern for many people. The problem is worsening because people are living longer and the cost of health care and long term care coverage continues to rise.
{3:12 minutes to read} Today I want to talk about qualified plan accounts as an approach to purchasing life insurance as part of your retirement plan. Qualified plans include:
As people get older and accumulate wealth, these qualified plan accounts could potentially represent a very attractive way for an individual to purchase […]
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”.
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.
I want to introduce our 3-part video series called, Retirement Risks. These videos go into depth on some of the planning that we think is critically important for generating a sustainable retirement income that you can enjoy for the rest of your life. I hope you find these videos useful.
That ripple effect is an analogy I want to utilize in our discussion about what happens to a family when they properly protect themselves with permanent life insurance – and in particular, whole life insurance.
Why would well-educated, smart, successful, wealthy people buy life insurance? If somebody dies, there is plenty of money for the family. Life insurance for the wealthy is a tool with a multitude of uses.
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.
