Page 6 - The Shores of Jupiter - February '22

Page 6, The Shores

Financial Focus Tax Talk

Dear Friends,
Financial Advisors Can Help Well, the new year has
gotten off to a challenging
Reduce Anxiety start here in the Tax
Collector’s Office as we
By Sally Sima Stahl are managing through the
The long-running latest COVID-19 surge.
coronavirus pandemic Like many other offices and
has fueled a lot of businesses, this latest surge
anxieties – including has resulted in numerous
financial ones. But staff being out in order to
some people have had rest and get healthy. My you need along with the location, date, and time.
far fewer worries than staff is working diligently to process the influx of work Reminder: Our appointment system can only schedule
others. we are receiving as a result of being in the middle of appointments up to 60 days in advance. If no appointments
Consider this: Among tax season. Rest assured, that our focus is to process are available for the requested transaction, please
those investors who the volumes of work as quickly as possible and that our continue to check back periodically for appointments
work with a financial staff is safe and healthy. I, along with our entire team, to become available. Are you ready to schedule your
advisor, 84 percent said that doing so gave them a greatly appreciate your patience as we work through these appointment? Visit www.pbctax.com/appointments to
greater sense of comfort about their finances during challenges. make your appointment!
the pandemic, according to a survey from Age Wave Notwithstanding these challenges, I am thrilled
and Edward Jones. that in February, our new service center in the city of New Resource Available For
Of course, many people experience investment- Westlake, will open for business! This new state-of-the-
related fears even without a global health crisis, and art, 23,735-square-foot service center will replace the VAB Petitioners
that’s probably not surprising, given the periodic current facility in Royal Palm Beach and serve the western
volatility of the financial markets. But financial communities of our county. I look forward to welcoming The Tax Collector’s Office is committed to working with
guidance can come in handy during relatively normal clients to this new location! our partner agencies to best serve the residents of Palm
times, too. Sincerely, Beach County. We’ve teamed up with the office of Dorothy
A financial professional can help you … Anne M. Gannon, Jacks, property appraiser, on a fact sheet called “What to
… Look past the headlines – Inflation, interest rates, Constitutional Tax Collector, Expect After Your Value Adjustment Board (VAB) Petition is
pandemics, elections – there’s always something in Serving Palm Beach County Administratively Granted,” which will be provided to clients
the news that could affect the investment world in the involved with the petition process.
short term. But by helping you construct a portfolio Making An Appointment Is The Value Adjustment Board is an independent entity
that’s built for the long term and reflects your goals, which includes elected officials and citizen members
risk tolerance and time horizon, a financial advisor Easy As 1, 2, 3 who approve special magistrates to preside in a public
can enable you to look past the headlines. hearing format. Joseph Abruzzo, clerk of the Circuit
… Avoid emotional decisions – Many people let The tax collector offers many services such as driver’s Court and Comptroller’s Office serves as the clerk of the
their emotions drive their investment choices. When the license, motor vehicle, vessel, property tax, tourist
market goes through a downturn and the value of their development tax, business tax, and more. There is a good
investments drops, they sell to “cut losses,” even though chance that at some point you will need to visit one of
these same investments may still have good business our six service centers within the next year for one or
fundamentals and promising futures. Conversely, when more of the services listed above. We want to make this
the market is on an uptick, some people chase after process as client friendly as possible by breaking it down
“hot” investments, even when they become overpriced to three easy steps:
and may have very little room to grow. But a financial 1. Browse the types of service that we offer to
advisor can help keep you from making these fear- and determine what appointment you need.
greed-based actions by only recommending moves that 2. Check our latest guidelines on how appointments
make sense for your situation. work to prepare for your visit to one of our locations.
… Work toward multiple goals – At various times in 3. Make your appointment by selecting the service Tax Talk on page 7
your life, you may have simultaneous financial goals.
For example, you could be investing for a retirement
that’s decades away, while also trying to save for a
child’s college education. A financial professional
can suggest ways you can keep working toward both
objectives, in terms of how much money you can afford
to invest and what types of savings and investment
vehicles you should consider.
… Prepare for the unexpected – Most of us did not
need a pandemic to remind us that unexpected events
can happen in our lives – and some of these events
can have serious financial impacts on us and our loved
ones. Do you have adequate life insurance? How
about disability insurance? And if you ever needed 747-PALM
some type of long-term care, such as an extended
stay in a nursing home, how would you pay for it? A 747-7256
financial advisor can evaluate your protection needs
and recommend appropriate solutions that fit within
your overall financial strategy.
… Adapt to changing circumstances – Over time,
many things may change in your life – your job, your
family situation, your retirement plans, and so on.
A financial professional can help you adjust your Peripheral
financial strategy in response to these changes.
Achieving your financial goals may present challenges, Neuropathy?
but it doesn’t have to cause you years of worry and distress
– as long as you get the help you need.
This article was written by Edward Jones for use by FREE Consultation
your local Edward Jones Financial Advisor, Edward
Jones, Member SIPC.
Edward Jones is a licensed insurance producer for Acupuncture
in all states and Washington, D.C., through Edward
D. Jones & Co., L.P., and in California, New Mexico
and Massachusetts through Edward Jones Insurance
Agency of California, L.L.C.; Edward Jones Insurance
Agency of New Mexico, L.L.C.; and Edward Jones
Insurance Agency of Massachusetts, L.L.C.
Edward Jones, its employees and financial advisors 561-745-1002
cannot provide tax advice. You should consult your
qualified tax advisor regarding your situation. 654 West Indiantown
Contact us at (561) 748-7600, Sally Sima Stahl, THE PATIENT AND ANY OTHER PERSON RESPONSIBLE FOR PAYMENT HAS THE RIGHT TO Road, Jupiter, FL 33458
REFUSE TO PAY, CANCEL PAYMENT OR BE REIMBURSED FOR PAYMENT FOR ANY OTHER
AAMS, 1851 W. Indiantown Road, Ste. 106, Jupiter, SERVICE, EXAMINATION OR TREATMENT WHICH IS PERFORMED AS A RESULT OF AND
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