Decisions you make today may determine the choices you have tomorrow.

 Miriam Wizman on CNN's "The Turnaround"
To View the Clip CLICK HERE


Recently, Miriam Wizman made a guest appearance as a financial planner on the hit CNN show "The Turnaround." Miriam, the personal financial planner for Kathy Ireland, offered financial advice to a new business owner. The program aired Saturday, March 26, 2005.

 My objective is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom. I hope you find this site informative and useful. Contact me if you would like more information about a particular MetLife product or service. In addition to English, I speak Spanish, Hebrew, French, and Italian. I look forward to hearing from you.

 

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

L1211229085[exp0413][All States][DC]

Retirement IQ Quiz

How much do you know about Retirement Income?

Learn more.

Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

Learn more.

Strength and Stability

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

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.

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.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

More Newsletters →