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February 06, 2012 @ 09:50 AM

Nasdaq Composite 2,896.09- 9.57
S&P 500 1,341.44- 3.46

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AXA Advisors

Financial Consultant / Retirement Planning Specialist

After leaving the Navy in 1973, Jim completed his degree in Finance with minors in Accounting and Real Estate Finance. Having grown up in the Bay Area, Jim returned and has been providing financial consulting and investment services for individuals and small businesses since 1977. Jim continues to expand his knowledge of the industry and applicable theory to enhance his ability to serve his clients and has received the designation of ChFC (Chartered Financial Consultant) from the American College and a Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania. Clients appreciate the time he takes to understand their needs and concerns, and how he incorporates that into helping them design a practical and effective financial strategy. Then, if it is suitable, as an investment advisory representative of AXA Advisors, LLC, and an agent of AXA Network Insurance Agency of California, LLC, he will recommend the appropriate products and services to help them execute their financial strategy. Jim is very active in and provides service to his community through membership in Rotary and other charitable organizations. California License #0533648

Newsletters

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

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.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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: (650) 967-7914

james.white @axa-advisors.com

Local Office | Branch Office


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