Partners In Planning LLC

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AXA/Wharton Retirement Planning Whitepaper

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.
Partners In Planning LLC created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial planning*, to help you learn more about who we are, and to give you fast, easy access to market performance and data.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.
*Financial Planning is offered through AXA Advisors
PHONE: 715-845-3196

FAX: 715-848-6067
EMAILS:valorie.gast@axa-advisors.comraymond.menard@axa-advisors.comwilliam.myers@axa-advisors.com
Our Mission Statement:"Partners in Planning, LLC is a professional organization that partners with you and your other trusted professionals to help you meet your personal financial goals."

Inflation Gets Personal
The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.
Save More to Have More
There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.
HOT TOPIC: New Year, Higher Taxes?
After the Waterford Crystal ball descends in Times Square on New Years Eve, most people will see their taxes ascending for 2011 — at least thats the current situation. Find out how high they could go.

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.
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How much will it cost to pay off a loan over its lifetime?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Determine whether you should consider refinancing your mortgage.

This calculator can help you determine how soon you can pay off your mortgage.
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AXA Equitable Account & Policy

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