WEALTH PRESERVATION – Swan Wealth

The 3 Phases of a Financial Plan
The 3 Phases of a Financial Plan

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

Estate Planning Opportunities Courtesy of the Coronavirus
Estate Planning Opportunities Courtesy of the Coronavirus

Estate Planning Opportunities Courtesy of the Coronavirus

{4 minutes to read}

First and foremost, I want to encourage everyone to do their best to stay healthy and be safe practicing social distancing. As I say to everybody, stay home, stay safe, and stay sane during this difficult period that we’re going through.

Whenever we go through difficult periods, […]

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|2020-05-08T17:29:12+00:00May 1st, 2020|Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments

The Importance of Planning for Long Term Care
The Importance of Planning for Long Term Care

The Importance of Planning for Long Term Care

Today I want to introduce a video that was posted on the Life Website. The video talks about a family and long term care. It’s an interesting story and highlights the challenges that many people face.

By Michael Fliegelman|2013-06-06T19:26:10+00:00June 6th, 2013|Blog, Estate Planning, Financial Planning, Insurance Planning, Long Term Care Insurance|0 Comments

Financial Organization – Part 5
Financial Organization – Part 5

Financial Organization – Part 5

Taking care of first things first, our prior blogs talked about the importance of the Protection and Savings levels of the model. In the fifth and last part of our Financial Organization series, we deal with the third level, Growth.

By Michael Fliegelman|2011-07-06T21:31:04+00:00July 6th, 2011|Blog, Financial Planning|0 Comments

Financial Organization – Part 4
Financial Organization – Part 4

Financial Organization – Part 4

In our last blog, we talked about the logical process of dividing each of the three model areas, Protection, Savings and Growth, into nine sub-areas, or “drawers”. We also listed all the common errors in the 9 Protection Drawers. In this blog, we are going to take a look at the common mistakes in the Savings drawers.

By Michael Fliegelman|2011-06-06T21:16:58+00:00June 6th, 2011|Blog, Financial Planning|0 Comments

Financial Organization – Part 3
Financial Organization – Part 3

Financial Organization – Part 3

The proverb goes “A “Picture is worth a thousand words” and the truth of that proverb is very clear once we’ve created the game board or visual picture of our client’s financial model. In this blog, we are going to list some of the most common shortcomings of the nine Protection drawers.

By Michael Fliegelman|2011-05-19T21:03:01+00:00May 19th, 2011|Blog, Financial Planning|0 Comments

Financial Organization – Part 2
Financial Organization – Part 2

Financial Organization – Part 2

In our last blog, we talked about emptying and organizing the financial “junk drawer” into a working model. Once that is done, we have the beginnings of helping people move from where they are to where they want to be in life.

By Michael Fliegelman|2011-04-22T20:51:56+00:00April 22nd, 2011|Blog, Financial Planning|0 Comments

Financial Organization – Part 1
Financial Organization – Part 1

Financial Organization – Part 1

When we sit with clients initially, we find that most people have what we call the financial “junk drawer.” What does that mean? It means they don’t have an organized approach to making money decisions.

By Michael Fliegelman|2011-04-07T20:45:08+00:00April 7th, 2011|Blog, Financial Planning|0 Comments

Life Insurance Asset Management
Life Insurance Asset Management

Life Insurance Asset Management

It’s an unfortunate fact that many policies will simply not perform as their policy owners expect them to. One of our services is to help create awareness of where our clients stand, in relation to managing their Life Insurance assets, and provide options that will enable them to make much better decisions about how to manage those assets.

By Michael Fliegelman|2011-03-11T20:35:55+00:00March 11th, 2011|Blog, Insurance Planning|0 Comments

Let’s Collaborate!
Let’s Collaborate!

Let’s Collaborate!

With regard to financial matters, most people do things in a vacuum. They talk to all the right people: Attorney Life Insurance agent Banker Investment Advisor Property and Casualty Agent But each professional will answer questions and give advice based on their discipline which may differ from another professional’s answers and advice.

By Michael Fliegelman|2011-01-26T16:55:25+00:00January 26th, 2011|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments