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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Income Annuities Guide

Find out if income annuities can play a role in your retirement plan.

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Retirement Income Selector

Get more comfortable with your retirement savings decisions.

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Retirement IQ Quiz

How much do you know about Retirement Income?

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

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