Retirement savings – Swan Wealth

The Permission Slip

{3 minutes to read} With all the volatility in the market and a lot of fear on the street with recession and inflation, some basic financial planning concepts may serve to help some of the readers today.

There is a concept I learned about 20 years ago called The Permission Slip, built around the idea of […]

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”.

Is Your Retirement Plan Balanced?

{5 minutes to read} Is your retirement plan balanced? Many times over my 36-year career, I’ve met people who are approaching retirement. One particular case was a 57-year-old couple approaching retirement, and their predominant assets were their retirement plans and their home. The retirement account, which they have been funding for many years by inputting […]