Axa Agent

Serving All Your Financial Needs
Kewaunee Wisconsin

Financial Professionals, Charlie Novak and Margo Mastalir, spend the time to understand your financial concerns and work in partnership with you to develop a customized financial program that can best meet your individual or business needs. Our investment experience, capabilities and resources are focused on the objective of helping you invest wisely.
 
This web site offers educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You will also find numerous calculators that will help you assess your current and future needs. But most importantly, feel free to contact us directly for a more in-dept discussion on your own individual needs.
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance (AXA version)

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

More Calculators →

Newsletters

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

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