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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