Market Watch

January 27, 2012 @ 07:32 PM

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

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.
  • Text Size: A A A
Michael S. Cocco, CFP® - CERTIFIED FINANCIAL PLANNER™ Professional, AXA Advisors LLC

CERTIFIED FINANCIAL PLANNER™ Professional

Michael S. Cocco is a CERTIFIED FINANCIAL PLANNER™ professional and Divisional Vice President with AXA Advisors, serving as the managing director of the Nutley, New Jersey office. Mike is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a Top of the Table Qualifier of the Million Dollar Round Table (MDRT). Mike, his father Sal, and their firm deliver wealth accumulation and wealth protection for their clients, while incorporating tax savings techniques through sound financial planning and estate planning.

The firm’s services are comprised of Investments (Retirement Planning, Educational Planning, Asset Management) and Insurance (Life, Disability, and Long Term Care) to ensure that you and your family are taken care of no matter what life may bring.  They also offer succession and transition planning for businesses, accompanied with employee benefits packages.
 
Mike and his wife, Katie, enjoy giving back to their local community of Nutley, NJ through their involvement in several service and charity organizations, including the Nutley Family Service Bureau and Nutley UNICO. In addition, Mike serves as current President of the Northern NJ Chapter of the Penn State Alumni Association and Board member of the Four Diamonds Fund to conquer childhood cancer. He was recognized in 2007 as the Nutley Jaycees Outstanding Young Adult and also as the 2007 Outstanding Recent Alumnus of Penn State University.
 
Contact us today if you would like us to review your existing insurance programs to see if they are meeting your needs and goals, or if you would like a complimentary investment review to view opportunities to control risk and volatility in your portfolio.
 
 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
 
*Estate planning is offered using life insurance or other financial products.

Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

More Newsletters →

Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Home Affordability

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Federal Income Tax

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

More Calculators →

Contact Info

Phone: 973-667-8650

michael.cocco @axa-advisors.com

Local Office | Branch Office