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{3:42 minutes to read} We're now deep into a period of time where the market has been quite volatile and people are looking for alternative solutions for their retirement planning. Forbes magazine published an article called Improving Retirement Outcomes with Investments, Life Insurances, and Income Annuities [1], that might help you in your planning.
An annuity can be an income stream that may guarantee an increase for the rest of your life. Annuities are becoming more and more, a pivotal and important part of our clients’ retirement plans.
{1:36 minutes to read} I'm pleased to provide you a document we call The Key Numbers for 2016. The document outlines changes that the government makes each year pertaining to financial planning, pensions, estate planning, income taxes, etc.
{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.
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
{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.
{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.
