Market Watch

May 26, 2012 @ 11:17 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
OSX Oil Service Sector Index 208.23+ 0.40

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AXA Advisors, LLC

Rick Jackson of AXA Advisors, LLC & AXA Equitable

 

Welcome to my web site, I hope you find it helpful!  Feel free to view the many informative articles, and use any of the helpful financial planning calculators.  You may also log into your individual accounts, to check account balances and retrieve service forms.  Finally, you may also contact me regarding your account or other questions you might have.
 
I thoroughly enjoy helping people organize and simplify their financial goals and objectives.  I take pride in helping clients figure out what you want to accomplish financially and what the best way to achieve those aspirations.  I spend over half my time working closely with local school systems, at the district level, including individual teachers and staff.  The remainder of my time is spent planning with individual clients and families.
 
I have been with AXA Advisors / AXA-Equitable since 1993.  I am a graduate of Western Michigan University, with a Bachelor of Science degree, majoring in Communications with a Business minor.  I attended an Executive Education Program at The Wharton School of Business at the University of Pennsylvania.  Through this program, I obtained the title of Retirement Planning Specialist.  I have obtained my Series 6, 7, 63 and Life & Health Licenses.  With these licenses, I am qualified to discuss and recommend: Fixed-Income & Equity Investments, Investment & Advisory Accounts, IRAs, 592 Plans, Life Insurance, Annuities, Disability and Long Term Care Insurance.
 
Away from the office, I enjoy sports of all varieties, which includes watching, participating and coaching my kids.  I have coached my two children in almost every season they have participated, which includes soccer, baseball, softball and basketball.  I have loved every minute of it!
 

My office is conveniently located in Troy, MI, just off of I-75 and Crooks Road.  Along with my wife, Angel, we reside in Rochester Hills, MI with our two children, Abby and Nico.

Newsletters

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

More Newsletters →

Calculators

College Funding

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Contact Info

Phone: (248) 641-3511

richard.jackson @axa-advisors.com

Local Office | Branch Office