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Axa Advisors

Financial Protection and Wealth Management Strategies for Individuals and Business.

My name is Paul “Chip” Murray. Welcome to my Web site.

I am proud to introduce my financial practice, specializing in financial protection and wealth management strategies for individuals and business owners. I’ve been serving clients in the Lower Hudson Valley and New York Metro areas for the past 15 years.

To stay on top of my field and develop my professional skills over my 15 year career, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:

• CERTIFIED FINANCIAL PLANNER ™ professional
• Certificate in Retirement Planning from the Wharton School
• FINRA Securities Registration: Series 6, Series 7, Series 63, Series 65 and Series 24

As a registered representative of AXA Advisors, I am supported by one of the largest financial service organizations in the world.

Maintaining a strong sense of community and a solid professional foundation is very important to me. My community activities and professional affiliations include:

• Fort Lee High School Academy of Finance Advisory Board
• Orange County Citizens Foundation
• Orange County Chamber of Commerce
• Warwick Valley Chamber of Commerce
• Financial Planning Association

My wife Jodi and I live in Warwick, NY with our 2 children, Sam and Grace. Thanks for visiting.

Newsletters

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

More Newsletters →

Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Home Affordability

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

More Calculators →

Contact Info

Phone: (201) 592-2519

paul.murray @axa-advisors.com

Local Office | Branch Office