Wealth Preservers, LlC

Our Focus Makes Cents

 

Welcome to Wealth Preservers LLC Web site.  Our company believes that good financial decisions don't have to be confusing.  We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

 

 

 

As financial professionals, we can

  • Help you clarify and define your goals
  • Recommend strategies that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Periodically review your financial progress
  • Seek to make investment planning easier

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.  You can even request a quote for an insurance or investment product. 

If you have any questions, please call us at 888-269-9697 or e-mail us at ralph.short@axa-advisors.com or richard.aldridge@axa-advisors.com.  We will be happy to help.  We look forward to talking with you.

 

 
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lease Payment

How much would your monthly lease payment be?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

More Newsletters →