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February 06, 2012 @ 09:22 AM

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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

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.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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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

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