Check the background of this investment professional on FINRA BrokerCheck
Skip to content
As 2015 winds down, it is incumbent upon all people to start doing some year-end tax planning. Look at your current situation and determine what is it that you need to do to minimize your taxes. Do the right type of planning in 2015, so when tax time comes, you have the least amount of problems.
{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.
September is Life Insurance Awareness Month and I urge each of you to take a look at your life insurance. In the August 9 issue of the Wall Street Journal, an article featured a couple of retired school teachers in upstate New York who, years ago, when interest rates were significantly higher, purchased a type of insurance product that was based upon those interest assumptions. Unfortunately, their life insurance premiums went up significantly because of the low interest rate environment that exists now.
{1:00 minutes to read} September is Life Insurance Awareness Month. Other assets that you purchase, such as investments, real estate, or property, get reviewed and managed as a matter of course. But when it comes to life insurance, many times people just buy it, put it in a drawer, and leave it there.
{1:36 minutes to read} Today I want to talk about life insurance and estate planning for those that can afford it and are insurable. Like peanut butter and chocolate in a Reese's peanut butter cup, life insurance and an irrevocable trust are 2 things that go great together.
{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”.
{2:30 minutes to read} In a prior blog, we talked about a concept that is still very popular today called life insurance premium financing. Life insurance premium financing is a strategy that takes advantage of a low interest rate environment. It's not for the many, but it's definitely for the few.
{4:10 minutes to read} Going into 2015, we've experienced the continuation of what has been a low-interest-rate environment. While this is a good thing for people who are applying for mortgages, it might not be the best thing for your financial plan when it comes to investing. However, it might be a great opportunity for your estate plans.
