Page 8 - Southern Exposure - August '19

Page 8, Southern Exposure BW

financiaL focus

Life Events Can Lead You To See A Financial Advisor

By Sally Sima Stahl

Over the years, you’ll • Career change – You may change jobs several times, and need to establish a suitable withdrawal strategy so you don’t
experience many personal and each time you do, you’ll need to make some choices about your deplete your retirement accounts too soon. Also, you still need
professional milestones. Each employer-sponsored retirement plan. Should you move it to your to balance your investment mix in a way that provides at least
of these can be satisfying, new employer’s plan, if transfers are allowed? Or, if permitted, enough growth potential to keep you ahead of inflation. Again,
but they may also bring should you keep the assets in your old employer’s plan? Or a financial advisor can help you in these areas.
challenges – especially perhaps you should roll over the money into an IRA? A financial No matter where you are on your journey through life,
financial ones. That’s why you advisor can help you explore these options to determine which you will need to address important financial and investment
may want to seek the guidance one is most appropriate for your needs. questions, but you don’t have to go it alone – a financial
of a financial professional. professional can help you find the answers you need.
Here are some of the key life • Death of a spouse – Obviously, the death of a spouse is a This article was written by Edward Jones for use by your
events you may encounter, huge emotional blow, but it does not have to be a financial one local Edward Jones financial advisor. Edward Jones, its
along with the help a financial – especially if you’ve prepared by having the correct beneficiary employees and financial advisors cannot provide tax or legal
advisor can provide: named on retirement accounts and life insurance policies. Your advice. You should consult your attorney or qualified tax
financial advisor can help ensure you have taken these steps. advisor regarding your situation.
• New job – When you start a new job, especially if it’s your Call me for a free portfolio review at (561) 748-7600, Sally
first “career-type” one, you may find that you have several • Retirement – Even after you retire, you’ll have some Sima Stahl, AAMS, 1851 W. Indiantown Road, Ste. 106, Jupiter,
questions about planning for your financial future, including important investment decisions to make. For one thing, you’ll FL 33458.
your retirement. You may have questions about how much
you should contribute to your employer-sponsored retirement
plan. What investments should you choose? When should you
increase your contributions or adjust your investment mix? A news from Jupiter p.d.
financial advisor can recommend an investment strategy that’s
appropriate for your goals, risk tolerance and time horizon.

• Marriage – Newlyweds often discover they bring
different financial habits to a marriage. For example, one Chief’s Corner
spouse may be more of a saver, while the other is more prone
to spending. And this holds true for investment styles – one
spouse might be more risk-averse, while the other is more Dear Resident, • Maintain the school zone speed limit.
aggressive. A financial advisor can help recommend ways School is back in • Share the road with school buses.
for you and your spouse to find some common ground in session starting Monday, • Obey the school bus stop sign as the bus stops for
your saving and investment strategies, enabling you to move August 12. That means children.
forward toward your mutual goals. school zones, buses • Watch for pedestrians and bicyclists.
and children walking • Be observant of school crossing guards and traffic
• New child – When you have a child, you will need to and biking to and from direction.
consider a variety of financial issues. Will you be able to help school. Jupiter Police By following these important tips, we can ensure
the child someday go to college? And what might happen to Department officers will everyone has a safe school year.
your child, or children, if you were no longer around? A financial be conducting extra high Please continue to visit us on our website at www.
advisor can present you with some college-savings options, such visibility patrols around jupiter.fl.us/jpd and on our Facebook page to learn
as an education savings plan, as well as ways to protect your our schools throughout about new and happening events within the Town of
family, such as life insurance. the new school year. We want to remind drivers of a Jupiter.
few safety precautions as we start the 2019/20 school Sincerely,
year. Daniel J. Kerr,
• Be alert when driving in a school zone. Chief of Police
• Put your cell phone down while driving.

Captain’s was established in 1980 servicing
Palm Beach County and is a privately CAMPBELL AND KARLIK, P.A.
owned and managed company.
Captain’s is committed to providing
dependable, reliable and professional ATTORNEYS AT LAW
ground transportation to and from all
South Florida Airports and Seaports. PBCVH212
To reserve your vehicle:
561-798-2180 or 800-634-7890 www.captainsairport.com Wills • Trusts • Estate Planning • Probate
Taxation • Real Estate • Corporations

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(Serving Palm Beach County since 1980)
Tel: (561) 625-5220
Call Rubin 3450 Northlake Boulevard Suite 210 Fax: (561) 625-5201• Mobile: (561) 797-5004

Licensed & Insured 561-346-2467 Palm Beach Gardens, FL 33403 EMail: dlkarlik@aol.com