Market Watch

May 19, 2012 @ 03:02 PM

Dow Jones Industrials 12,369.38- 73.11
Nasdaq Composite 2,778.79- 34.90
S&P 500 1,295.22- 9.64

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An Educated Approach to Financial Service

Welcome to our web site.  We hope you will find it useful when taking a proactive approach to your personal financial situation.

Your goals and dreams are unique to you, requiring individual attention, guidance and strategies.  MainStreet Financial Services members are a select group of financial professionals affiliated with AXA Advisors, LLC who are distinguished for achieving a high standard of experience and service in the industry.

As a team, we are dedicated to helping you accomplish your financial goals.  Through a collaborative one-on-one relationship, members of MainStreet Financial Services will help you assess your dreams and aspirations.  We will help identify and prioritize your short and long-term goals.  This is the first step in creating a more comprehensive, targeted, goal-driven plan.

After reviewing your specific financial goals and objectives, our team members will work with you to formulate a strategy to help you achieve those goals.  As registered representatives of AXA Advisors, LLC, we can recommend the appropriate products and services to help execute your strategy.

Please spend some time navigating through the wealth of information provided on this site.  Feel free to contact us if you would like to review your financial situation. 

Thank you for visiting.

Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

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.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

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Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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.

Cost of Retirement

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

More Calculators →