Market Watch

January 27, 2012 @ 02:14 PM

Nasdaq Composite 2,811.16+ 5.88
S&P 500 1,315.15- 3.28
10 Year Treasury Note 1.90- 0.04

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Axa Advisors

Steven King
AXA Advisors, LLC
Deerfield, IL

Hello! My name is Steven King, welcome to my website!  As a financial professional with AXA Advisors, LLC, and active member of the Northbrook, Illinois community, I am dedicated to helping individuals and businesses build their financial futures.

I have been involved in financial services since 1989 and have been with AXA Advisors since 1996.  I am currently a Charted Financial Consultant, Charted Life Underwriter, and a Retirement Planning Specialist. 

My education includes a Bachelor's Degree from Knox College and a Retirement Planning Certificate from the Wharton School at the University of Pennsylvania.  In addition to creating educational seminars for CPAs and financial planners, I have worked with the University of Illinois Tax School as a contributing author for their annual Federal Tax Workbook

My goal is to provide a holistic approach to financial planning that enables my clients to feel better about their path to financial freedom. 

 

Newsletters

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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?

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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