Metlife
Bill Fischer

Financial Services Representative

Welcome
and thank you for visiting!

My mission is to help individuals develop financial objectives,
and achieve those objectives through various financial 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 you can achieve you financial freedom. My process is simple and will never make you feel embarrassed about your financial knowledge.  My primary strategy is to educate you as to where you are versus what you want to accomplish....and what products and services are available to best get you there.  Together, we will create a roadmap to take you where you want to be.

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.


I am licensed and registered to offer products and services in [NY]. 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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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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.

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.

More Newsletters →