Cicely Jones

Directions Website

Cicely Jones Goals-based financial planner working with HENRYs (High Earners, Not Rich Yet). CA Ins Lic Equal Opportunity Employer – M/F/D/V.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

Important Information & Disclosures: http://bit.ly/2f98X9d

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
10/23/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

10/21/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

10/19/2026

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

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
10/16/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Learn how insurance deductibles work, and how they can help you save money.
10/12/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

10/09/2026

With great wealth comes even greater questions. Learn more in our article.

How many credit cards do you have?
10/07/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
10/05/2026

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

The average retirement lasts for 18 years. What will you do with your days?

Being healthy may help your personal finances.
10/02/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

"The only things certain in life are death and taxes." Benjamin Franklin
09/30/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Address

275 Battery Street, Suite 700
San Francisco, CA
94111

Website

Alerts

Be the first to know and let us send you an email when Cicely Jones posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category