Wealth Accumulation – Swan Wealth

Faith, Family, and Fun With Tim Foster
Faith, Family, and Fun With Tim Foster

Faith, Family, and Fun With Tim Foster

In this episode of It’s Personal… Not Just Business with Michael Fliegelman, we welcome guest Tim Foster, Partner of The Partners Group, Registered Representative & Investment Advisor of Park Avenue Securities, and Special Agent of Guardian.

Tune in to this episode, where we are treated to the warm camaraderie […]

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 Michael Fliegelman|2023-09-08T18:19:07+00:00July 4th, 2023|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments

iCLAT Interview w/ Brad Gornto

{8 minutes to read}

Michael Fliegelman:

Previously, we discussed in detail, qualified plans — IRAs, 401(k)s, pension plans — and how these may be great tools to accumulate wealth, which is like the first chapter in financial planning. Chapter 2 is when we hit retirement age and take a distribution, and Chapter 3 is wealth […]

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 Michael Fliegelman|2022-10-31T10:36:45+00:00October 1st, 2022|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments

The 3 Phases of a Financial Plan

{4 minutes to read}

Today, I want to talk about the three phases of a financial plan:

Phase One: Wealth Accumulation.

Phase Two: Wealth Distribution.

Phase Three: Wealth Preservation.

Phase One: Wealth Accumulation

Most people spend a good amount […]

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 Michael Fliegelman|2021-02-04T15:07:34+00:00February 1st, 2021|Blog, Financial Planning, Retirement Planning|0 Comments