Market Watch

February 22, 2012 @ 11:31 PM

Dow Jones Industrials 12,938.67- 27.02
Nasdaq Composite 2,933.17- 15.40
S&P 500 1,357.66- 4.55
10 Year Treasury Note 2.01- 0.04

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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

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

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.

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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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