Jax Wealth Advisors

Jax Wealth Advisors As independent advisors we create professional customized planning strategy to help manage, preserve

Concerned about identity theft? Some things to leave at home.
01/16/2023

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
01/13/2023

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

The has a long and storied history, from the Dutch East India Company to Wall St.
01/09/2023

The has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

A few strategies that may help you maximize your Social Security income.
01/06/2023

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
01/02/2023

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
12/30/2022

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

It’s possible to avoid these classic traps, with a little preparation.
12/28/2022

It’s possible to avoid these classic traps, with a little preparation.

Beware of these traps that could upend your retirement.

If you thought that payouts from life insurance are tax-free in all cases, think again.
12/26/2022

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

The average lasts for 18 years. Are you prepared to fill that many days?
12/23/2022

The average lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
12/21/2022

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Could your portfolio benefit from a zero-coupon bond?
12/19/2022

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Pay off debt or invest the money? Things to consider before you commit to either option.
12/16/2022

Pay off debt or invest the money? Things to consider before you commit to either option.

This calculator will help determine whether you should invest funds or pay down debt.

Address

3840 Belfort Road, # 103
Jacksonville, FL
32216

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+19042967526

Website

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