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{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
{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.
{1:42 minutes to read} While we can accumulate money and assets, there is one asset above all others that needs protection. That asset is our ability to continue to earn income. How do we protect it? With quality disability income insurance.
{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
{1:00 minute to read} In mountain climbing, the goal for most people is to get to the top. The challenge, however, is that once you are at the top, you need to make it back down to the bottom. In the movie Everest, which documents an expedition by a group of climbers, getting down the mountain […]
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”.
{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.
{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.
