Jacksonville Wealth Management

Helping our clients Plan Today and Enjoy Tomorrow. Visit us at http://www.jaxwealth.com.

Jacksonville Wealth Management specializes in comprehensive investment management and retirement planning for families, retirees, and business owners using the core aspects of financial planning: Plan, Invest, Retire, Endow. Jacksonville Wealth Management founder, Dan Ciez, started his career in the financial services industry in 1993 after graduating from the University of Florida with an Economics degree. Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice offered through Private Advisor Group, LLC, a registered investment advisor. Private Advisor Group, LLC and Jacksonville Wealth Management, LLC are seperate entities from LPL Financial. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.jaxwealth.com.

Minimize distractions and FOCUS on what matters.


The Sixth Commandment Of Family Business Succession: Evaluate A Successor

Evaluating a successor is one of the most—if not the most—difficult challenges of any CEO, especially in a family-owned business. Consider the following challenges as you decide on your successor.

forbes.com Certain inborn personalities have a greater draw and success towards leadership, as the characteristics of great leadership are creating the vision, implementing it, and holding people accountable to it.

Consistent effort is key to a successful financial life.


Are you ready for retirement? 11 tips to put you on the right path

Retirement will be here before you know it! Check out these 11 tips that can help you save and maximize tax incentives before you get on the road to retirement.

marketwatch.com Maximize tax incentives to keep more of what you earn

Today, we celebrate our Presidents on their birthdays and for their accomplishments.

Warm wishes for a happy Valentine’s Day. ❤️


Jax Wealth Way | Jacksonville Wealth Management

Even the most perceptive investors, armed with years of market experience, can fall prey to mental biases that lead to poor investment decisions.

← SWIPE below to learn about the most common biases that impact investing.


Money + Time = Freedom


Retiring: Is $1 Million Enough?

Is $1 million enough for retirement? Though every situation is different, here are some simple questions to ask yourself when determining your proper savings target.

investopedia.com Find out why this magic number has lost some of its luster as a retirement savings target.


Navigating Divorce in Retirement

Navigating divorce is a complex process, and doing so in retirement can be even trickier. The following tips can help you maintain financial health and peace of mind as you go through divorce.

money.usnews.com Here's how a gray divorce can affect your retirement finances.


Keeping Financial Secrets Can Take Down A Relationship. Here’s How To Let Yours Go | HerMoney

Conversations about money might seem intimidating, but they are essential to maintain a healthy relationship. This article highlights key methods to approach the topic.

hermoney.com With millions of Americans keeping secret bank accounts, you need the 411 on prevention and damage control.

Just a reminder to keep working towards your goals!

It takes courage to reach your goals. Let us support you along the way.


The 6 Financial Numbers Every Woman Should Know

When was the last time you did a financial checkup? These essential indicators can help you determine which areas are in great shape, and which ones could use some TLC.

realsimple.com It’s time to give yourself a money checkup.


How to make your retirement savings go farther

How can you ensure you have enough money to last through retirement? Use the simple retirement saving tricks below so you can relax and enjoy your golden years!

marketwatch.com 10 things you can do to strengthen your retirement security.

Like an ocean without waves, markets without volatility are temporary. Stick to your long-term plan even when the markets get turbulent.


How To Make Your Digital Life Part Of Your Estate Plan

Did you know you can create a plan for your digital assets (like online bills, files, and accounts) as a part of your estate plan? Click below to see how this could help lower stress for your loved ones.

forbes.com Digital assets cause a lot of anxiety, inconvenience and cost if they aren't in your estate plan.

Balance doesn't just happen by accident.

Contact us to see how we can help you achieve financial balance.


31% of Older Americans Expect This to Be Their Largest Expense in Retirement. And They're Probably Right

Most people understand that healthcare is a major expense during retirement, but many forget this one medical cost that can quickly drain your savings. Read below to avoid overlooking this major healthcare expense.

nasdaq.com Though retirement is an exciting milestone to look forward to, it's also a scary one, at least from a financial perspective. Not having an incoming paycheck means having to rely on a combination of savings and Social Security to cover the bills, some of which have the potential t

Did you achieve your financial goals in 2019?

If not, swipe below for our top 5 recommended financial resolutions that will help you get your money situation on track in 2020.

Wishing sparks inspiration; planning sets your destination.


What Taxes Will Federal Employees Have in Retirement? - FedSmith.com

Are you a current or retired federal employee? There are a few important differences in how your taxes are calculated. Learn how these taxes may affect you in retirement by visiting the link below.

fedsmith.com What taxes can federal employees expect to pay after they retire from federal service?


Effective Money Management Techniques for Women - Debt.com

Financial planning evolves with each new life stage. This article features tips for managing money throughout your lifetime.

debt.com No matter how old you are or where you are in life, as a woman you need a personalized financial strategy that helps you avoid issues and reach your goals.


Contact Us | Jacksonville Wealth Management

Did you achieve your financial goals in 2019?

If not, swipe below for our top 5 recommended financial resolutions that will help you get your money situation on track in 2020.



401(k) contribution limit increases to $19,500 for 2020; catch-up limit rises to $6,500 | Internal Revenue Service

Great news to start the year off right—you can now contribute more to your 401(k)! Read the article below to learn how much more you can contribute in 2020.

irs.gov IR-2019-179, November 6, 2019 — The Internal Revenue Service today announced that employees in 401(k) plans will be able to contribute up to $19,500 next year.

Have you set your 2020 resolutions? Consider establishing strong financial goals to help you stick to your financial plan.


How to retire early so you can work, travel, and relax on your own schedule

Retiring early takes incredible discipline. Click on the link below for 11 tips on how to get on track toward early retirement.

businessinsider.com Curious about how to retire early? Focus on earning, saving, and investing as much as you possibly can. But don't forget to make a backup plan.

We hope 2020 brings you happiness, peace, and good health!

Happy New Year! 🎉


Why divorce after 50 is costlier for women - Bizwomen

Divorce can be complex and costly. According to new research, it takes a heavier financial toll on women over 50. Read this article to learn more.

bizjournals.com An estimated 828,000 older adults will divorce in 2030. In 1990, it was about 206,000.

Just like physical fitness, achieving financial fitness requires discipline and determination.

May the simple joys of Christmas fill your heart and home. Merry Christmas!


The Women Facing The Greatest Retirement Risk

Retirement is one of life's biggest milestones. Read below to learn 5 ways women over 50 can protect themselves from being financially at risk in retirement.

forbes.com A Prudential survey's surprising findings about women and retirement


How to Talk About the Family Money

Engaging in conversations about your estate may be difficult, but not addressing it can lead to family conflict down the road. Read this article to learn more about why these conversations are so important.

nytimes.com Fighting over the family assets is usually about far more than that. Money is often how we keep a tally of love, approval and fairness.


Contact Us | Jacksonville Wealth Management

We hear many misconceptions about Social Security benefits, so we wanted to help clear things up.

» Swipe through to learn more »



Why It’s Important To Stay Social In Retirement And How To Do It

Social connections can be essential to your well-being, especially in retirement. Read below to learn why.

forbes.com Maintaining an active social life becomes more difficult with age especially after we retire. But staying socially connected is essential for your physical and psychological health well-being.


Passing The Torch: Your Guide To Succession Planning And Development

Succession works best when leaders prepare for the transition well in advance. Here's a recent Forbes article that outlines simple tips for building your succession roster.

forbes.com Succession works best when leaders prepare for the transition well in advance.

What did you accomplish for the year so far, and what goals can you complete in the time remaining? ⌚


Communication During a Family Business Transition | TippNews Daily

A structured plan, clear communication, and good financial tools are needed to ensure a family business can move into the second generation positioned for success. Here's an article to guide you through this transition.

tippnews.com Home Tipp City News Tipp Business Communication During a Family Business Transition Tipp City NewsTipp Business Communication During a Family Business Transition Jun 28, 2019 200 0 Facebook Twitter Pinterest WhatsApp Family relationships are challenging even in the best of times. During a major tran...

Saving for retirement is important, but it doesn't need to be difficult. Contact us to see how we can help.


An Overview Of Retirement Plan RMDs

Reminder: The deadline to withdraw a minimum amount from your retirement accounts is 12/31! Read below to learn how to calculate your Required Minimum Distribution and what happens if you miss the deadline.

investopedia.com Make your deadlines for required minimum distributions and save more of your nest egg.


17 Top Women Entrepreneurs Share Their Start in Business

This article asked women entrepreneurs to share how they got their start in business. Their answers revealed the motivators and characteristics that drove them to make their dream a reality.

creativelive.com Every successful entrepreneur starts somewhere. Hear from Sophia Amoruso, Sue Bryce, and other top women entrepreneurs, how they hit it big.

Regardless of your stage in life, now is the best time to plan your financial future.


Early Retirement: Strategies to Make Your Wealth Last

Retiring early may seem out of reach, but proper planning can help you get there. Here are a few things to consider to make sure your wealth lasts for the long haul.

investopedia.com If you’re planning to retire early, you'll need to plan properly to make sure your savings last for the longer than usual haul.

May your bellies be full and your hearts full of gratitude! Happy Thanksgiving!


Slideshow: Ways to Stay Healthy in Retirement

Financial well-being is an important part of having a successful and stress-free retirement, but it's equally as important to maintain your health as you start the next chapter of your life.

webmd.com You can do some things to make your “golden years” truly golden, Here are a few ideas to help you prepare for -- and have -- a healthy retirement.

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8075 Gate Pkwy W, Ste 101
Jacksonville, FL

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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