AXA Advisors, LLC

Richard A. Webdell

Hello and welcome to AXA Advisors.  I joined AXA in July of 2002 as part of the Retirement Benefits Group.  I provide retirement plans for employees of public school districts, municipalities and non profits.  In addition to account enrolment, I assist my clients in preparing a financial plan to uncover needs and provide for the attainment of their individual financial goals. 

Please take some time to browse through the many educational features found in this site.  You can explore the financial planning tools, calculators and informative newsletter articles. 

Feel free to contact me with any questions or concerns.

Sincerely,

Richard A. Webdell

 

Savings Goals

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

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

More Calculators →

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

More Newsletters →