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May 25, 2012 @ 08:43 PM

Dow Jones Industrials 12,454.83- 74.92
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S&P 500 1,317.82- 2.86

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Kaufmann Kozuch Associates

Welcome to our web site.


Vivian Kaufmann and Stephen Kozuch and their associates have successfully helped both individuals and businesses achieve financial security through prudent planning and active asset management.

Vivian came to AXA Advisors in 1990. She is a former business owner and understands the needs of the small business community.  Presently, she is an active member of the National Association of Women Business Owners (NAWBO) and the National Association of Female Executives (NAFE.)

Vivian has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning. 

After working as a fixed income analyst at Paine Webber, Stephen went on to get his MBA in finance at Fordham University where he graduated with honors.  Both Stephen and Vivian are AXA Advisors: Qualified Plan Specialists, Centurian requalifiers and are repeated members of the National Leaders Corp.  They are also qualifying members of the industry's standard, the Million Dollar Roundtable.

Stephen and Vivian both reside in Manhattan and have weekend homes in the northern Catskill Mountains where they relax with their respective families. There they enjoy country pursuits and outdoor activities.

 

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

 

Newsletters

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

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Calculators

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Home Affordability

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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