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Recipe for Retirement: Mix Savings and Work and Bake for As Long as Possible

A recipe is a formula or procedure for doing or attaining something. This sounds simple if you want to bake a cake. The recipe tells you what ingredients to buy, what order to mix them and how long to...

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A Week Vacation or a Weak Retirement?

On the occasion of National Retirement Planning Week (April 11-15), AXA Equitable hopped a ferry to Liberty Island to explore a hunch that people are spending more time planning a few weeks’ vacation...

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The Annuity Puzzle

“The only thing we have to fear is fear itself – nameless, unreasoning, unjustified, terror which paralyzes needed efforts to convert retreat into advance.” —- Franklin D. Roosevelt – First Inaugural...

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Delayed Gratification: Waiting on Social Security Nearly Doubles Income...

In a new report, the Government Accountability Office (GAO) notes that financial experts it has interviewed typically recommended that retirees delay taking Social Security benefits and consider...

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AXA EQUITABLE SALUTES THEODORE KRAUSE, CLU, ON HIS 100th BIRTHDAY

Video Tribute Celebrates Organization’s Oldest Active Financial Professional Ted Krause began his career as a life insurance agent with the firm in 1947, then known as The Equitable Life Assurance...

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The Upside of Doom and Gloom

Bad economic news has been pretty relentless for well… years now. This is particularly hard in the U.S. because, let’s face it, Americans just don’t do doom and gloom very well. We can only take so...

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AXA Equitable Spokes-Primate Bucks Trend. Retires Early (with Social Media...

The “800lb gorilla in the room,” AXA Equitable’s longtime spokes-animal, has been talking about the importance of retirement planning for years. Well, he’s followed his own guidance and is now ready to...

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Napa Valley Voted Top Retirement Destination Choice

Napa Valley Welcome Sign, Photographed by Stan Shebs, September 2005 Napa Valley, CA is the preferred place to retire, according to the participants of AXA Equitable’s “Destination Retirement...

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What does it mean to be “financially literate?”

The term “financial literacy” is used often, but not always clearly defined. A recent editorial in InvestmentNews (“Setting a Standard for Financial Literacy,” March 4, 2012) drew attention to this...

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Women Bringing Home the Bacon

Nearly half (42%) of the women in New York State are their families’ main breadwinners, according to data released by U.S. Sen. Kirsten Gillibrand’s office, based on the Joint Economic Committee...

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