MetLife Solutions Group,
An Office of Metlife®
Richard A. Fortune LUTCF
Financial Services Executive
CA Insurance License #0G99808

 
Welcome and thank you for visiting! My mission is to help individuals develop financial objectives, and achieve those objectives through various products and investment services that are designed to meet their present and future needs. My goal is to help you make informed decisions about issues that affect your financial well being so we can help you achieve financial freedom. I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular MetLife product or service. I look forward to hearing from you!

Please take a few moments to view this video, www.metlife.com/annuityvideo, as it provides retirement planning information that could be valuable to your situation.

I will now be available at the MetLife Bank branch in Bridgewater to provide financial consultations. I seek to help clients create wealth while protecting their families and estates from the unexpected. To take advantage of this opportunity for a valuable financial review, please schedule an appointment. For additional information please stop by the MetLife Bank branch at 501 Route 22 West, Bridgewater, NJ 08807, or call 908-253-2000.

I am licensed and registered to offer products and services in [CA, CO, HI, NJ, OR]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Strength and Stability

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Calculators

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Tax-Deferred Savings

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IRA Eligibility

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Newsletters

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

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