Avondale Wealth Advisors, LLC

Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.awajax.com or The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, GA, VA

awajax.com

The Value of Insuring Against Life’s Risks

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

awajax.com Building wealth requires protection from the forces of wealth destruction.

awajax.com

Caring for Aging Parents

Have a strategy for discussing healthcare with your parents. #AgingParents

awajax.com As our nation ages, many Americans are turning their attention to caring for aging parents.

awajax.com

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social
profiles, and online accounts?

awajax.com If you died, what would happen to your email archives, social profiles and online accounts?

awajax.com

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

awajax.com What does the Tax Reform and Jobs Act mean for you?

awajax.com

The Facts About Income Tax

Check out this video on taxes. #IncomeTax

awajax.com Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

awajax.com

Keep Your Umbrella Handy

Do you need umbrella insurance? Find out more. #LiabilityInsurance

awajax.com Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

awajax.com

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. #taxes #art

awajax.com The tax rules that govern donating art are complex and confusing. Take a closer look.

awajax.com

Monthly Market Insights | November 2019

Curious about America’s recent trade outlook and a potential budget battle on the domestic front?

awajax.com Monthly Market Insights | November 2019 U.S. Markets Following an early-month stumble, stocks rallied in October on news of progress in U.S.-China trade negotiations as well as a solid kickoff to earnings season. The Dow Jones Industrial Average picked up 0.48 percent, while the Standard & Poor’s ...

awajax.com

How to Make the Tax Code Work for You

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

awajax.com When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

awajax.com

Do You Owe The AMT?

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

awajax.com If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

awajax.com

Estate Management 101

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

awajax.com A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

awajax.com

Global and International Funds

Do you know the difference between a global mutual fund and an international mutual fund?

awajax.com Investors seeking world investments can choose between global and international funds. What's the difference?

awajax.com

Insurance Needs Assessment: Married With Children

Do you know what your #insurance needs are, when you’re married, with children?

awajax.com When you’re married and have children, insurance needs will be different.

awajax.com

Raising Healthy Children

Childhood attitudes and habits can determine your child's health in his or her adult years.

awajax.com Healthy habits are one of the greatest gifts to give your child.

awajax.com

Test Your Estate Strategy Knowledge

Test your estate strategy knowledge with this short quiz.

awajax.com Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

awajax.com

To Catch a Thief

Protect yourself from identity theft. #IdentityTheft

awajax.com Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

awajax.com

The Anatomy of a Supplemental Health Plan

#Medicare has gaps, but there are pieces to fill those gaps.

awajax.com Here’s a guide to explain all the parts of Medicare.

awajax.com

The Cost of Procrastination

The sooner you begin investing, the longer your money can work for you.

awajax.com Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

awajax.com

What If You Get Audited?

Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit

awajax.com The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

awajax.com

Fallen Tree Damage—Who Pays?

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

awajax.com Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

awajax.com

Where Will Your Retirement Money Come From?

Working in Retirement: New trend or same old story?

awajax.com Retirement income may come from a variety of sources. Here's an overview of the six main sources.

awajax.com

Monthly Market Insights | October 2019

Curious about America’s trade outlook and recent market reactions to current events?

awajax.com Monthly Market Insights | October 2019 U.S. Markets An improving trade outlook and constructive economic data helped lift stocks in September. The Dow Jones Industrial Average led the way, gaining 1.95 percent. The Standard & Poor’s 500 Index tacked on 1.72 percent, while the NASDAQ Composite trai...

awajax.com

Succeeding at Business Succession

Business owners should consider a succession plan sooner rather than later.

awajax.com There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

awajax.com

Social Security: The Elephant in the Room

The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement

awajax.com Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

awajax.com

Social Security Benefits: How Much Will I Receive

[Article] How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement

awajax.com Calculating your potential Social Security benefit is a three-step process.

awajax.com

The Cost of Procrastination

Your financial future is calling. Develop a strategy for your investments today.

awajax.com Don't let procrastination keep you from pursuing your financial dreams and goals.

awajax.com

Keeping Good Records is Good Business

When considering a record keeping system for your business, you need to ask yourself some very important questions

awajax.com Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

awajax.com

The Facts About Income Tax

Check out this video on taxes. #IncomeTax

awajax.com Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

awajax.com

Countdown to College

Do your kids have the right stuff for college? #CollegePrep

awajax.com Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

awajax.com

Retirement Income and the Traditional Portfolio

Is your retirement portfolio subject to “sequence of returns” danger?

awajax.com Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

awajax.com

The Junk Drawer Approach to Investing

Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy

awajax.com It's easy to let investments accumulate like old receipts in a junk drawer.

awajax.com

A Decision Not Made Is Still a Decision

Whether you realize it or not, you’ve allocated your assets.

awajax.com Investors who put off important investment decisions may face potential consequence to their future financial security.

awajax.com

A Bucket Plan to Go with Your Bucket List

Consider a bucket plan to go with your bucket list. #RetirementSavings

awajax.com Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

awajax.com

Best Performing Asset Classes

Is the impulse to be safe keeping you away from the financial markets? #AssetClasses

awajax.com Bonds may outperform stocks one year only to have stocks rebound the next.

awajax.com

Monthly Market Insights | September 2019

Curious about China's currency changes and what investors may be talking about this month?

awajax.com Monthly Market Insights | September 2019 U.S. Markets Stock prices choked in August as concerns about an economic slowdown and global trade tensions proved more powerful than upbeat news about the American consumer. The Dow Jones Industrial Average dropped 1.72 percent, while the Standard & Poor’s...

awajax.com

Jane Bond: Decoding Diversification

Agent Jane Bond wants you to know about how bonds help diversify a portfolio.

awajax.com Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

awajax.com

Death is No Excuse

Even in death the IRS wants a final income tax return for the deceased taxpayer. Know some special rules.

awajax.com The federal government requires deceased individuals to file a final income tax return.

awajax.com

Strategies For Managing Student Loan Debt

Struggling with #studentloan #debt? Learn five strategies that may help manage your debt and save your money.

awajax.com Five strategies for managing your student debt.

awajax.com

Rebalancing Your Portfolio

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance

awajax.com Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

awajax.com

A Look at Diversification

Don't put all your eggs in one basket: an old saying that may apply to your investments. #Diversification

awajax.com Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

awajax.com

Test Your Estate Strategy Knowledge

Test your estate strategy knowledge with this short quiz.

awajax.com Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

awajax.com

The ABC’s of Auto Insurance

It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance

awajax.com What kind of auto insurance should you have? Do you know?

awajax.com

The Facts About Income Tax

Check out this video on taxes. #IncomeTax

awajax.com Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

awajax.com

What to Look for in Personal Finance Apps

What should you look for in a personal finance app?

awajax.com An increasing number have been developed to help individuals with their personal finances.

awajax.com

Prevent a Rift: Money Tips for Newlyweds

10 tips that can head-off marriage money problems.

awajax.com Couples may be able to head off many of the problems in a marriage that money can cause.

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Location

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904 Margaret Street Suite 202
Jacksonville, FL
32204

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
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