Page 9 - Jupiter Spotlight - August '19

Jupiter Spotlight, Page 9

Ocean Conservation Awards Luncheon from page 8
Financial Focus exhibits and aquariums, and also operates the Juno Beach

pier, which hosts world-class angling and sightseeing.
Life Events Can Lead You happen to your child, or children, if you were no longer Situated on one of the world’s most important sea turtle
around? A financial advisor can present you with some
nesting beaches, Loggerhead Marinelife Center is open
To See A Financial Advisor college-savings options, such as an education savings daily and hosts over 350,000 guests free-of-charge each
plan, as well as ways to protect your family, such as life year. The center’s conservation team works with 90 local
By Sally Sima Stahl insurance. and international organizations across six continents
O ver the years , • Career change – You may change jobs several times, to form partnerships and share conservation initiatives
you’ll experience many and each time you do, you’ll need to make some choices and best practices that are core to its mission of ocean
personal and professional about your employer-sponsored retirement plan. Should conservation. The center is expanding and has launched
milestones. Each of these you move it to your new employer’s plan, if transfers are its Waves of Progress capital expansion campaign,
can be satisfying, but allowed? Or, if permitted, should you keep the assets in designed to accelerate and amplify LMC’s conservation
they may also bring your old employer’s plan? Or perhaps you should roll and education impact. When complete, the facility will
challenges – especially over the money into an IRA? A financial advisor can offer one of the world’s most advanced and unique
financial ones. That’s help you explore these options to determine which one experiences for guests and scientific partners. For more
why you may want to is most appropriate for your needs. information, visit marinelife.org or call (561) 627-8280.
seek the guidance of a • Death of a spouse – Obviously, the death of a spouse
financial professional. is a huge emotional blow, but it does not have to be a
Here are some of the key life events you may encounter, financial one – especially if you’ve prepared by having
along with the help a financial advisor can provide: the correct beneficiary named on retirement accounts
• New job – When you start a new job, especially and life insurance policies. Your financial advisor can
if it’s your first “career-type” one, you may find that help ensure you have taken these steps.
you have several questions about planning for your • Retirement – Even after you retire, you’ll have some
financial future, including your retirement. You may important investment decisions to make. For one thing,
have questions about how much you should contribute you’ll need to establish a suitable withdrawal strategy
to your employer-sponsored retirement plan. What so you don’t deplete your retirement accounts too soon.
investments should you choose? When should you Also, you still need to balance your investment mix in
increase your contributions or adjust your investment a way that provides at least enough growth potential to
mix? A financial advisor can recommend an investment keep you ahead of inflation. Again, a financial advisor
strategy that’s appropriate for your goals, risk tolerance can help you in these areas.
and time horizon. No matter where you are on your journey through
• Marriage – Newlyweds often discover they bring life, you will need to address important financial and
different financial habits to a marriage. For example, one investment questions, but you don’t have to go it alone
spouse may be more of a saver, while the other is more – a financial professional can help you find the answers
prone to spending. And this holds true for investment you need.
styles – one spouse might be more risk-averse, while the This article was written by Edward Jones for use by
other is more aggressive. A financial advisor can help your local Edward Jones financial advisor. Edward Jones,
recommend ways for you and your spouse to find some its employees and financial advisors cannot provide tax or
common ground in your saving and investment strategies, legal advice. You should consult your attorney or qualified
enabling you to move forward toward your mutual goals. tax advisor regarding your situation.
• New child – When you have a child, you will need Call me for a free portfolio review at (561) 748-7600,
to consider a variety of financial issues. Will you be able Sally Sima Stahl, AAMS, 1851 W. Indiantown Road, Ste.
to help the child someday go to college? And what might 106, Jupiter, FL 33458.

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