Market Watch

May 25, 2012 @ 04:19 AM

Dow Jones Industrials 12,529.75+ 33.60
Nasdaq Composite 2,839.38- 10.74
S&P 500 1,320.68+ 1.82
S&P Mid-Cap 400 936.08+ 2.76
10 Year Treasury Note 1.76+ 0.04

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AXA Advisors

My name is Matthew Helms and welcome to my website.

I am an AXA Advisors Registered Representative and member of AXA Equitable's Retirement Benefits Group.  My practice focuses on retirement funding and financial strategies for both individuals and families.  I also provide retirement benefits services for several school districts and non-profit organizations across the state of Michigan.

I began my career with the organization on July 1, 1998, and have attended industry training and certification programs on a regular basis in building my business practice.  I have been recognized for my accomplishments as a top producer for the Retirement Benefits Group, of AXA Advisors, LLC, and as a member of the Sterling Group - an elite group of AXA Advisors financial professionals.

 

I am a Registered Representative of AXA Advisors LLC.

Certified by AXA Advisors as a Retirement Benefits Specialist of Tax Sheltered Plans.

As a Retirement Benefits Specialist in the Retirement Benefits Group, I focus my business on retirement planning for educational/nonprofit organizations and businesses.

 FINRA Registrations include: Series 6, Series 63, and Series 65.

A Bachelors degree in Business Administration from Olivet Nazerene University in Kankakee, IL.

Offices located in Livonia, MI and Troy, MI.

My wife, Jeanette, and I, along with our three children, Rose, Caleb and Cohen reside in Oakland, Michigan.

Newsletters

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

More Newsletters →

Calculators

College Funding

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

Tax-Deferred Savings

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Contact Info

Phone: (734) 779-1453

matthew.helms @axa-advisors.com

Local Office | Branch Office


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