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January 27, 2012 @ 02:09 PM

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Mark J. Bodnar, Retirement Planning Specialist

A TRUSTED PROFESSIONAL WHO LISTENS


  • 1981 Economics Degree- University of Michigan
  • 1983 Masters of Business Administration- University of Michigan
  • 1986 CERTIFIED FINANCIAL PLANNER (CFP)*- College of Financial Planning
  • 1993 Chartered Life Underwriter (CLU) - The American College
  • 1997 Chartered Financial Consultant (CHFC)- The American College
  • Wharton certificate in Retirement Planning

 

*CFP and CERTIFIED FINANCIAL PLANNER 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.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

More Newsletters →

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

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

More Calculators →

Contact Info

Phone: 513-762-7766

Mark.Bodnar @axa-advisors.com

Local Office | Branch Office