Rebecca Barker
Rebecca Barker
Financial Services Representative

Together, WE can achieve Financial Freedom....

Welcome and thank you for visiting!

My mission is to help you, as my client, to accumulate, protect and preserve wealth, based on your personal financial goals and objectives.
I will assist you in achieving your unique goals be providing a variety of solutions to address specific needs, both for today and tomorrow.

It is extremely important to me that you understand the value of preparing for your financial future. To facilitate that process, I offer educational services, such as a full assessement of your current financial situation. That creates the opportunity for us to work together to identify your needs and priorities so we can develop and implement a financial strategy tailored to you!

My goal is to help you make informed decisions about issues
that affect your financial well being so you can achieve financial
freedom. 

Feel free to contact me if you would like more information about a particular
MetLife product or service or to schedule your complimentary consultation.

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Impact of Inflation

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

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Newsletters

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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.

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.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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