Blue Water Advisors LLC

Planning Safe Passage for Family Wealth

Max Haspel and the Blue Water Advisors team are committed to the wealth accumulation, preservation and transfer needs of corporate executives, business owners, Wall Street-and other professionals, as well as the financially independent. Associates of Blue Water Advisors combine boutique client service, objectivity and independence. 

As investment advisor representatives of AXA Advisors, LLC, a registered investment advisor, they provide a research-based investment advisory process in a unique offering. 

Their planning approach begins with helping clients define their highest life values and financial goals. Once values and goals are clearly articulated, they help to build, along with the input of the client and client's other advisors, a comprehensive, written financial and estate strategy. Finally, the strategy can be implemented, monitored, fine-tuned and reviewed on a periodic basis.

Associates of Blue Water Advisors LLC bring an unbiased, objective planning and investment approach to the high-net worth individual. 

               

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

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