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January 28, 2012 @ 07:56 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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AXA Advisors

R. Jeffrey Jerome, Financial Consultant

My name is R. Jeffrey Jerome, and welcome to my website.

I have been a successful Financial Consultant since joining AXA Advisors in February, 1996.  My business focuses on retirement planning, and I am dedicated to helping individuals and their families build their financial futures.  My goal is to make your transition between your working life and your retirement as comfortable and worry-free as possible.  I take pride in building relationships with my clients, not only on a professional level, but also a personal level.  I guide my clients to do what is appropirate for them in order to attain any and all financial goals. 

I am currently a member of the Buffalo Association of Insurance and Financial Advisors (BAIFA), the Paramount Planning Group of AXA Advisors, and the industry's Million Dollar Round Table, this year also joining the Million Dollar Round Table's Court of the Table.

 

Newsletters

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

More Newsletters →

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Contact Info

Phone: (716) 626-2509

richard.jerome @axa-advisors.com

Local Office | Branch Office