Market Watch

February 23, 2012 @ 03:11 AM

Dow Jones Industrials 12,938.67- 27.02
Nasdaq Composite 2,933.17- 15.40
S&P 500 1,357.66- 4.55

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Building Relationship
Building Future
Your Plan is Our Purpose

 

Welcome to my website.
I am a Financial Consultant with AXA Advisors, LLC. I focus on working with individuals, non-profit organizations and small businesses. My goal is to educate my clients and work together with them to establish goals and create financial strategies to reach those goals. It is important to me to get to know my clients and build a long-lasting relationship. Planning for the future is a process and I am dedicated to see my clients all the way through to retirement. My personalized approach to my clients’ unique situations really sets me apart from most.
 
With my education and experience over the last 17 years in the accounting and tax planning fields*, I have helped clients build for their future. I can help you too!
 
There are many resources available to you on my website. If you are looking to purchase a new home, pay off debt, or simply want to project retirement savings, please visit the Calculator Resources. There are many newsletters and articles available for you on topics people ask about every day. Be sure to check out the Tax Library for great tax planning information. Current clients can login to their accounts through the Account & Policy Login link. If you would like to schedule an appointment to discuss how I can help you with your financial picture, please click on the Appointment Sign-Up link. Don't forget to add this website to your favorites. You can e-mail me with a click of a button if you have any questions. Together we can build your future.
 
Thank you for visiting my website. 

*

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances

Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

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.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

More Newsletters →

Calculators

Risk Tolerance

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

Savings Goals

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

Cost of Retirement

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

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Contact Info

Phone: (315) 699-3424

angela.renna @axa-advisors.com

Local Office | Branch Office


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