AXA

AXA Advisors, LLC

The key to addressing your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or work toward guaranteeing your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to address financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start and I am here to help you.

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.


Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumer rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

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