At the North Shore Financial Group, an office of MetLife, we pride ourselves on being a preeminent financial services firm in the communities in which we live and work. 

Our Financial Services Representatives will use their vast experience and highest levels of professionalism to properly assess your personal situation and provide you with an array of options to help you navigate your financial life. 

We work collaboratively by leveraging each other’s skill sets to provide a client-centric approach to uncovering every aspect of your financial plan!

The tremendous resources made available to us through MetLife, a top one hundred FORTUNE 500® company, allows us to provide our clients with the most innovative products and services in the market today. 

The North Shore Financial Group will be with you every step of the way to help you navigate your life.

 

We have representatives in this office 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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Strength and Stability

It’s times like these that set us apart. Keeping our promises

Financial Calculators

Tools to help you estimate answers to common financial questions.

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Life Expectancy Calculator

What is your life expectancy?

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Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Roth IRA Conversion

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

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.

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.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

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