Market Watch

May 26, 2012 @ 03:29 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
10 Year Treasury Note 1.75- 0.01

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Axa Advisors

Coaching clients to be financially fit, through personalized, confidential counseling.


Since 1996, I have focused on helping individuals and small business owners in central Indiana build their financial futures. I have trained extensively in financial strategies, investment management, and life, health and long term care insurance. I have been awarded the Retirement Planning Specialist designation by AXA Advisors for training at the Wharton School, University of Pennsylvania. I approach each client with a clean slate, designing a strategy for their specific needs, goals and investment objectives and only then proposing financial products.



I believe in serving not only my clients, but also the community. My activities and professional affiliations include:




  • Elder at Community Christian Church, New Palestine, IN


  • Board Director at Mahoning Valley Christian Service Camp, Rushville, IN


  • Member of the National Association of Insurance and Financial Advisors


  • Member of the Greenfield Area and New Palestine Area Chambers of Commerce



 


Newsletters

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

More Newsletters →

Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Contact Info


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