Page 10 - Jupiter Ocean Mile - August '19

Page 10, Jupiter Ocean Mile
Financial Focus

Life Events Can Lead You To • Marriage – Newlyweds often discover they bring the correct beneficiary named on retirement accounts and
different financial habits to a marriage. For example, one life insurance policies. Your financial advisor can help
See A Financial Advisor spouse may be more of a saver, while the other is more prone ensure you have taken these steps.
to spending. And this holds true for investment styles – one • Retirement – Even after you retire, you’ll have some
By Sally Sima Stahl spouse might be more risk-averse, while the other is more important investment decisions to make. For one thing,
Over the years, you’ll aggressive. A financial advisor can help recommend ways you’ll need to establish a suitable withdrawal strategy
experience many personal for you and your spouse to find some common ground in so you don’t deplete your retirement accounts too soon.
and professional milestones. your saving and investment strategies, enabling you to move Also, you still need to balance your investment mix in
Each of these can be forward toward your mutual goals. a way that provides at least enough growth potential to
satisfying, but they may also • New child – When you have a child, you will need to keep you ahead of inflation. Again, a financial advisor
bring challenges – especially consider a variety of financial issues. Will you be able to help can help you in these areas.
financial ones. That’s why the child someday go to college? And what might happen No matter where you are on your journey through
you may want to seek the to your child, or children, if you were no longer around? A life, you will need to address important financial and
guidance of a financial financial advisor can present you with some college-savings investment questions, but you don’t have to go it alone – a
professional. Here are some options, such as an education savings plan, as well as ways financial professional can help you find the answers you
of the key life events you may to protect your family, such as life insurance. need.
encounter, along with the help a financial advisor can provide: • Career change – You may change jobs several times, and This article was written by Edward Jones for use by
• New job – When you start a new job, especially if each time you do, you’ll need to make some choices about your local Edward Jones financial advisor. Edward Jones,
it’s your first “career-type” one, you may find that you your employer-sponsored retirement plan. Should you move its employees and financial advisors cannot provide tax or
have several questions about planning for your financial it to your new employer’s plan, if transfers are allowed? Or, if legal advice. You should consult your attorney or qualified
future, including your retirement. You may have questions permitted, should you keep the assets in your old employer’s tax advisor regarding your situation.
about how much you should contribute to your employer- plan? Or perhaps you should roll over the money into an Call me for a free portfolio review at (561) 748-7600,
sponsored retirement plan. What investments should you IRA? A financial advisor can help you explore these options Sally Sima Stahl, AAMS, 1851 W. Indiantown Road, Ste.
choose? When should you increase your contributions to determine which one is most appropriate for your needs. 106, Jupiter, FL 33458.
or adjust your investment mix? A financial advisor can • Death of a spouse – Obviously, the death of a spouse
recommend an investment strategy that’s appropriate for is a huge emotional blow, but it does not have to be a
your goals, risk tolerance and time horizon. financial one – especially if you’ve prepared by having
Jupiter Senior Softball Association News

By Mike Richmond 81, has been undergoing radiation and chemotherapy treatment Lombardo and his wife Nancy, celebrated their 51st
An outpouring of support by teammates, neighbors and to keep the cancer at bay. Before health problems sidelined wedding anniversary July 6. Although a stroke in 2016
friends of Vincent “Vinnie” Lombardo at a get well gathering him, he had been active as a player, coach, manager, mentor ended his playing career, he continued to serve as an adviser
June 22 showed the high regard they have for the longtime and member of the Jupiter Senior Softball Association (JSSA) and attended games when his health permitted. Before
Jupiter senior softball player who is battling stage IV for 23 years. The games are every Monday, Wednesday and retiring and moving to Jupiter in 1993, he had coached
glioblastoma brain cancer. Friday morning at Jupiter Community Park. baseball, tennis, volleyball, basketball and taught physical
More than three dozen persons packed Lombardo’s home “Vinnie has been a mainstay of Jupiter Senior Softball and education in the New York City School System. He also
in the Bluffs to wish him well. Others sent cards and letters or his leadership is without question. He is a friend to all,” said officiated many sports.
called. Since having brain cancer surgery in May, Lombardo, teammate and JSSA board member Scott Logan. Another The Jupiter senior softball program is open to men 55 and
teammate, Duke Barwick, said, “He was the one who always over and new players are always welcome. For information
made a joke if you made an error, instead of fussing at you and contact Dave Summers at (561) 800-8230, or go to www.
I really appreciated that.” leaguelineup.com/jssa.

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