Market Watch

February 07, 2012 @ 07:57 PM

Dow Jones Industrials 12,878.20+ 33.07
Nasdaq Composite 2,904.08+ 2.09
S&P 500 1,347.05+ 2.72
10 Year Treasury Note 1.97+ 0.07

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.
  • Text Size: A A A
AXA Advisors

Justin M. Chibucos

Retirement Planning Specialist

 

 

Professional Focus

As a financial professional with the Retirement Benefits Group, a specialized division of AXA Advisors, LLC, my practice focuses on both retirement and financial planning for individuals and families.  I also provide retirement benefits services for many school districts, municipalities and non-profit organizations in the Chicagoland area.

 

I take an educational approach that is easy to understand, soley focused on your financial success.  After thoroughly reviewing your needs and goals, we can begin to determine which financial strategies best fit your situation.  The end result is a financial roadmap that will guide you through the various phases of financial planning.

 

Education

BA, Finance & Marketing, Augustana College

 

Professional Licenses/Designations

FINRA Series 7 & 66 registrations

Life, Health and Long Term Care licenses

Wharton Certificate in Retirement Planning

 

 

Personal

My wife Jen is a High School English Teacher and we have two wonderful children, Gracie and Jack.

 

 

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania

 

Retirement Planning Specialist is a title awarded by AXA Advisors upon completion of the retirement training program at the Wharton School

Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

More Newsletters →

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Contact Info

Phone: (630) 575-5030

justin.chibucos @axa-advisors.com

Local Office | Branch Office


backforward