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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Retirement IQ Quiz

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Retirement Income Selector

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Income Annuities Guide

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Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

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Mortgage Refinancing

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Impact of Inflation

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

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