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February 03, 2012 @ 05:23 PM

Dow Jones Industrials 12,862.23+ 156.82
Nasdaq Composite 2,905.66+ 45.98
S&P 500 1,344.90+ 19.36

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AXA-Advisors

I am an attorney from Colorado that has moved back home to Washington State to begin a career in financial planning. I attended Gonzaga University where I received my undergraduate degree in Business Finance. I received my Jurist Doctorate at the University of Denver School of Law. My goal is to follow these five (5) basic steps in planning: 1. Achieve the highest rate of return, while 2. Exposing my clients' to the least amount of risk based upon their risk tolerance, and 3. Achieving the maximum amount of tax efficiency, while 4. Keeping the cost of planning to a minimum, and finally 5. Making sure I deliver the best possible service to all of my clients. Some of the projects I have been involved in are creating the Roothan Scholarship Fund at Gonzaga University and the Pink Shamrock Foundation (www.thepinkshamrock.com), a non-profit benefiting women with breast cancer.  I am also on the board for Providence Mt. St. Vincent Foundation which helps provide for the elderly that out live their resources.

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances

 

Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

More Newsletters →

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.

More Calculators →

Contact Info

Phone: 206.336.1859

Joseph.Murphy @axa-advisors.com

Local Office | Branch Office


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