Market Watch

February 06, 2012 @ 05:16 PM

Dow Jones Industrials 12,845.13- 17.10
Nasdaq Composite 2,901.99- 3.67
S&P 500 1,344.33- 0.57

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AXA Advisors, LLC

My name is Susan Baldwin. Welcome to my Web site.

As an AXA Advisors financial professional and active member of the Denver community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills over my 17-year career, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the CERTIFIED FINANCIAL PLANNER™ professional and FINRA registrations: Series 6, Series 7, Series 63 and Series 65.

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

My education, experience, and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you achieve your goals. Then, as a registered representative of AXA Advisors, LLC, and an agent of AXA Equitable Life Insurance Company, I'll recommend the appropriate products and services to help you execute your strategy. 

My husband and I live in Littleton, Colorado with our two children.

Thanks for visiting.

 

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

Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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.

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.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

More Newsletters →

Calculators

Tax-Deferred Savings

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

Lease Payment

How much would your monthly lease payment be?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cost of Retirement

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

More Calculators →

Contact Info

Phone: 303-305-5415 office 303-881-0300 cell 303-346-1011 fax

susan.baldwin @axa-advisors.com

Local Office | Branch Office