Page 10 - Jupiter West - August '19
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Page 10, Jupiter West
      Financial Focus




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




      By Mike Richmond                                   in May, Lombardo, 81, has been undergoing radiation and   and I really appreciated that.”
        An outpouring of                                 chemotherapy treatment to keep the cancer at bay. Before     Lombardo and his wife Nancy, celebrated their 51st
      support by teammates,                              health problems sidelined him, he had been active as a player,   wedding anniversary July 6. Although a stroke in 2016 ended
      neighbors and friends                              coach, manager, mentor and member of the Jupiter Senior   his playing career, he continued to serve as an adviser and
      of Vincent  “Vinnie”                               Softball Association (JSSA) for 23 years. The games are   attended games when his health permitted. Before retiring and
      Lombardo at a get well                             every Monday, Wednesday and Friday morning at Jupiter   moving to Jupiter in 1993, he had coached baseball, tennis,
      gathering June 22 showed                           Community Park.                                   volleyball, basketball and taught physical education in the New
      the high regard they have                            “Vinnie has been a mainstay of Jupiter Senior Softball   York City School System. He also officiated many sports.
      for the longtime Jupiter                           and his leadership is without question. He is a friend to all,”     The Jupiter senior softball program is open to men 55 and
      senior softball player                             said teammate and JSSA board member Scott Logan. Another   over and new players are always welcome. For information
      who is battling stage IV                           teammate, Duke Barwick, said, “He was the one who always   contact Dave Summers at (561) 800-8230, or go to www.
      glioblastoma brain cancer.                         made a joke if you made an error, instead of fussing at you   leaguelineup.com/jssa.
        More than three  Vinnie Lombardo
      dozen persons packed                                                                        “Service is our number one priority”
      Lombardo’s home in the Bluffs to wish him well. Others sent
      cards and letters or called. Since having brain cancer surgery                                            561-743-0070


                                                                                                             www.palmspoolservices.com



















                                                                                                                                    Expires 8/31/19.
      Well-wishers supporting Vinnie Lombardo included: back
      row, from left, Tom Toner, Mike Manasia, Vic Troiano, Lennie                                                       State Licensed & Insured
      Lombardo (Vinnie’s brother) and Pete Cohane. Front row,   Serving Palm Beach County                              CPC # 1457468 • LPG#30099
      Dick Scheedel and Lombardo

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