Market Watch

January 27, 2012 @ 02:17 PM

Nasdaq Composite 2,811.62+ 6.34
S&P 500 1,315.05- 3.38

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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.

Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

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.

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Calculators

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.

Home Affordability

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

Life Insurance (AXA version)

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

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