Market Watch

January 27, 2012 @ 11:18 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
10 Year Treasury Note 1.90- 0.03
Wilshire 5000 13,819.49+ 3.22

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WF

Retirement Planning Specialist, Financial Consultant-Charlotte Branch

   In 1996, I joined the AXA Advisors, LLC team of financial professionals so that I might share with others my devotion to planning for the future and my passion for investing.

Today, in my role as a Retirement Planning Specialist, I help clients with important financial planning decisions, with emphasis on Estate Planning Strategies, Business Succession Planning, Executive Benefits, and creation of sustainable Retirement Incomes.

In order to further my education as a financial professional, I completed The American College ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter) programs in 2004.

In 2009, I was invited to attend the AXA 'At Retirement' Program at the Wharton School of Business in Philadelphia, PA, where I participated in an intensive executive education program created exclusively for AXA Financial Professionals.

I am a member of several industry organizations, including the Million Dollar Roundtable and the National Association of Insurance and Investment Advisors, where I am often exposed to the latest in industry "Best Practices" and planning ideas. In 2010, I became a member of the AXA Equitable "Hall of Fame", reserved for Financial Professionals that have acheived ongoing levels of success within the industry.

My wife, Lou and I have lived in the Dilworth community in Charlotte since 1992, and are blessed to serve on several civic and non-profit organizations in the local area.

 

 

 

 

Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

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: 704 540-2962

william.solomon @axa-advisors.com

Local Office | Branch Office