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May 27, 2012 @ 01:17 PM

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AXA Advisors, LLC

Welcome to Tony's Website

Call: (248) 519-5535 OR
    (855) 350-3566

Anton T. Vanek, Jr. - Background Information

Anton (Tony) Vanek is a native of Chicago.  He graduated from Proviso East High School in Maywood, IL.  He has a Bachelor of Business Administration (concentration in Finance) from the University of Iowa and a Master of Business Administration (concentration in Finance) from the University of Wisconsin – Madison.  He is a member of the Alpha chapter of Beta Gamma Sigma at the University of Wisconsin.  Tony worked as Assistant Vice President in Commercial Lending at National Bank of Detroit (now Chase Bank) from 1975-1980.  Since 1980 he has worked as a registered representative with AXA Advisors, LLC (formerly The Equitable Life Assurance Society of the U.S.).

 

Tony received his Chartered Life Underwriters (CLU) and Chartered Financial Consultant (ChFC) professional designations through the American College in 1984 and CERTIFIED FINANCIAL PLANNER™(CFP®) designation in 1987.  He has been an instructor in Oakland University’s Personal Financial Planning Program since 1988.  Through his class, Tony teaches prospective financial planners the material necessary to help them pass the national “CERTIFIED FINANCIAL PLANNER™” examination.

 

Tony’s hobbies have included coaching youth sports (Birmingham Little League and Holy Name CYO basketball) and Church volunteer work (various committees at Holy Name Church, Birmingham, MI).  He lives in Bloomfield Hills with his wife Anna.

 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market 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.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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

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Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

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

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