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SOCIAL SECURITY

Social Security, the Retirement Asset Everyone Ignores With David Freitag

 

In this episode of It’s Personal … Not Just Business with Michael Fliegelman, we welcome guest David Freitag, CLU, ChFC, and CRPC.

Tune in to This Episode as Dave Shares Insights Into:

•Changing people’s perspective about a very confusing topic.
•Looking at Social Security opportunities as Step 1 in income/retirement planning.
•Significant mistakes people make with regard to […]

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 |2023-10-20T19:14:39+00:00October 20th, 2023|Blog, General, Long Term Care Insurance, Retirement Planning|0 Comments
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Tax Law Changes for 2023

{2 minutes to read} In the beginning of the year, we try and create a communication to all of our friends and clients, and people we know, about what changes are taking place from a tax perspective. There are lots of changes every January, and this year is no exception. 

Each year, […]

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 |2023-04-24T16:25:27+00:00April 4th, 2023|Blog, Estate Planning, Financial Planning, Tax 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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Social Security: A Potential $1 Million Decision

{1 minute to read}  Today we are going to talk about Social Security. For many, Social Security is the single largest asset that they have for retirement. Many people think that Social Security may not be there in the future, but we tend to think that the Social Security system will continue to […]

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 |2019-02-28T19:40:45+00:00February 26th, 2019|Blog, Retirement Planning|0 Comments
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The Social Security Explorer

{2:30 minutes to read} Throughout our lives, we're forced to contribute considerable amounts of money into the Social Security system, and then on a given day, we have to decide how we're going to best take the distribution. It's a daunting task. Because of low interest and longevity rates, Social Security is a huge retirement decision for everyone.

By |2019-07-20T06:32:17+00:00May 20th, 2015|Blog|0 Comments
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Math Is Not Money – And Money Is Not Math!

Years ago most companies would provide retirement plans that guaranteed an income for the rest of your life. These plans were called Defined Benefit Pension Plans and when you retired they gave you a percentage of your income for the rest of your life. Many of these types of pensions have gone away, replaced by a 401K where employees put their money into the stock market for the most part.

By |2019-07-20T05:23:15+00:00August 18th, 2011|Annuities, Blog, Estate Planning, Financial 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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