Market Watch

February 09, 2012 @ 04:34 AM

Dow Jones Industrials 12,883.95+ 5.75
Nasdaq Composite 2,915.86+ 11.78
S&P 500 1,349.96+ 2.91
Wilshire 5000 14,210.31+ 29.05

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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.

 

 

Newsletters

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

More Newsletters →

Calculators

Life Insurance (AXA version)

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

Lease Interest

What's the interest rate on the lease you're considering?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Contact Info

Phone: 540-672-0046
Toll Free: 888-269-9697

ralph.short @axa-advisors.com
richard.aldridge @axa-advisors.com

Local Office | Branch Office


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