The Empire Branch - Helping You Build Your Financial Future

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Address:

AXA Advisors
350 Essjay Road, Suite 300
Williamsville, NY 14221

Phone:

(716) 626-2500

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Research Articles

  • Cash Management Basics

    A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Charitable Lead Trusts

    Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

  • Charitable Remainder Trusts

    A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

  • Long-Term Care Costs

    The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

  • Long-Term-Care Needs

    If you were to suffer an illness or disability that required long-term nursing care, would you be covered?

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • Wealth Replacement Trusts

    A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

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