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Retirement Accounts

Why You Should Have a Modern Day Moat!

{3 minutes to read}  As the saying goes, we live in interesting times, and this post-COVID period has caused many people to revisit their financial world. We’re living in a time when inflation has raised its head for the first time in many years. The younger generations have not seen inflation go […]

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 |2023-08-07T15:09:57+00:00July 17th, 2023|Blog, Financial Planning|0 Comments
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Why Should You Give Us a Call?

{4 minutes to read}  Today I want to talk about three subjects:

  1. What do we actually do?
  2. How can we help?
  3. Why should you consider working with us?

What Do We Actually Do?

What we do is very diverse. We go under the heading of providing financial planning, but many times people don’t want to do a […]

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 |2020-09-23T11:40:06+00:00September 23rd, 2020|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
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Are Tax-Deferred Retirement Plans the Best Way to Save?

{4 minutes to read}  Today, we are going to continue the conversation about retirement planning. As people begin to reach their 50s and 60s, they start thinking about how they are going to generate the income they need during retirement. One of the things that we provide is a report on

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 |2019-05-03T17:57:22+00:00May 1st, 2019|Blog, Financial Planning, 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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