MetLife Resources - Indianapolis Financial Pla
MetLife Resources
Office of Michael Schankerman, CFP®, CFS, CASL(TM) & Benjamin Abraham, CFP®, CFS, CASL(TM)


Welcome!

What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, we can tell you that we consider “financial planning” to be more than spreadsheets and time tables.

As financial planners, our goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.

We will work with you to help you determine what’s important to you in your life. Together, we’ll create a road map to take you where you want to be. You can count on us to be your guide and trusted advisor.

 

MetLife Resources is a division of Metropolitan Life Insurance Company, 200 Park Avenue, New York, NY 10166

I am licensed and registered to offer products and services in [IL, IN, KY, MO, TX, WA]. 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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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

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

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Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

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.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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