Market Watch

May 24, 2012 @ 07:23 AM

Dow Jones Industrials 12,496.15- 6.66
Nasdaq Composite 2,850.12+ 11.04
S&P 500 1,318.86+ 2.23

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AXA Advisors Jan joined AXA Advisors in 1997, after retiring as an officer from the Marine Corps. Driven by common goals of using comprehensive Financial Planning as the blueprint for wealth accumulation, he formed a partnership with Lisa Scott to provide targeted services in the areas of Retirement Planning, Estate Conservation, and Business Succession. He is an AXA credentialed Executive Benefits Specialist, and employs a team concept by working closely with his client's CPA's and attorneys when developing strategies to address their needs.

For six consecutive years, AllianceBerstein's Elite Advisor Team has selected Jan as a member in recognition of his superior performance in his profession. Jan has also been selected to addressed national forums such as the AXA/Black Enterprise Ski Challenges, 100 Black Men's President's Council, Georgia Dental Association, Morehouse School of Medicine's Alumni Association, and The Links National Assembly; on Estate and Business Succession Planning.

Jan earned dual BS degrees in Finance & Engineering from NC A&T State University, MBA in Finance from Pepperdine University, and a MS in Computer Science from the Naval Post Graduate School.

Jan is the lead volunteer instructor for "Good Choice Inc.", a nonprofit devoted to teaching wealth building skills to local children, Treasurer of West End Medical Center's Board of Directors, member of 100 Black Men of America, and peddles his bicycle in 500+ mile events each year to raise money for AIDS vaccine research.

Newsletters

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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?

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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.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Contact Info

Phone: 404-760-2373

jan.williams2 @axa-advisors.com

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