Page 10 - Jupiter Ocean Mile - March '22

Page 10, Jupiter Ocean Mile
Financial Focus 2022 Jupiter Jubilee Packs The Park

Use Your Financial Strategy Report and Photos by Penny Sheltz first week of February since 2003. Its beginning was the
Like GPS The Jupiter Jubilee is an annual community event put Town’s 75th Anniversary Celebration in 2000 when a
on by the Town of Jupiter for area residents. community event was held at the municipal complex. It
By Sally Sima Stahl This year’s event had entertainment, a civic fair, is now an annual event in the town park.
When you’re driving these educational and cultural components and of course lots Each year, the Jubilee highlights Jupiter’s unique
days, it’s pretty hard to get lost of games and inflatables for the whole family. character, history, community and natural treasures.
because your smartphone’s The Town of Jupiter has been holding the Jubilee the
Global Positioning System
(GPS) can get you just about
anywhere. And as an investor,
you can have a similar
experience by employing
another directional tool –
a personalized financial
strategy.
Let’s look at the parallels between your GPS and this type
of strategy.
To begin with, your GPS pinpoints your exact location
at the start of your trip – in other words, it tells you where
you are. And when you create a financial strategy, your first
step is to evaluate your current situation by answering these Local Senior Artist Maintains
types of questions:
What are your assets? How much do you earn? How
IRA, 401(k) or other retirement accounts? Once you’ve got Thriving Career At La Posada
much do you owe? How much are you contributing to your

a clear picture of your finances, you’ll be ready to begin your
journey toward your long-term goals. Recent research has highlighted that intolerance of Even after transitioning into life at La Posada, Shapiro
Once your GPS has identified your starting point, it will uncertainty is likely to play a key role in our mental health as has remained booked and busy. Her most recent art gallery
then show you where you want to go and the routes to help we cope with the pandemic. In an effort to combat this, senior exhibition was in Palm Beach Gardens City Hall, where some
you get there. And it’s the same with your financial strategy living communities such as La Posada, a community in Palm of her oil painting pieces such as Quattro and Inconito were
– you want it to help lead you to a particular place in your Beach Gardens, are constantly striving to find new ways to featured along with the works of another local artist. Among
life. In fact, a well-designed strategy can show you the steps engage their residents and maintain their health and wellbeing her other oil paintings is a piece titled La Posada, inspired by
you need to take to help reach more than one destination – to during uncertain times. her new home.
a place where you can send your children to college, a place For many, art provides a sense of freedom that enables “La Posada is the place where I continue to live and work
where you can retire comfortably, a place where you can one to bend things most people see as a straight line. For as an artist,” notes Shapiro. “I am no longer physically able
leave the type of legacy you want, and so on. Rita Shapiro, resident of La Posada, that sense of freedom is to do what I used to but living at La Posada has allowed me
Here’s another element of your GPS that applies to your everything. Although Shapiro maintained a love for fine art the best time of my life. They take care of me, and now I live
financial strategy – the warnings. You’re certainly familiar throughout her life, her passion and talent for creating abstract with no responsibilities. This allows me to hone my passions
with those thick red lines your GPS shows to indicate traffic masterpieces didn’t blossom until she was in her 50s. Today, and maintain my love for art. Life can continue and blossom
slowdowns ahead. And while they’re annoying, they’re her work can be found in numerous corporate and private at La Posada.”
also useful in cautioning you that you may arrive at your collections. featured in several different galleries across Florida Photos courtesy of Rita Shapiro and La Posada.
destination later than you had originally planned. Your and Pennsylvania.
financial strategy can also express “warnings” about events
that could hinder you from reaching your goals. These
obstacles might include an illness or disability that could
keep you out of work for a while, or the need for some type
of long-term care, such as a nursing home stay or the services
of a home health aide. Your financial strategy can not only
identify these threats, but with the guidance of a financial
professional, suggest potential solutions.
In addition to providing warnings about things such as
heavy traffic and road construction, your GPS can change your
route if you miss a turn or if you decide, for whatever reason,
to go a slightly different way. Your financial strategy can also
show you alternatives, if it’s comprehensive and overseen by
a financial professional, who, using specialized software, can
create hypotheticals – illustrations that provide alternative
outcomes for different steps, such as retiring at various ages,
investing different amounts each year or earning different rates
of return. These hypotheticals can be quite helpful to you as
you chart your course toward your goals, especially if you
need to change your plans along the way.
Your GPS and your financial strategy are two great tools
for helping get you where you want to go. Work in progress Simple Pleasures
This article was written by Edward Jones for use by
your local Edward Jones Financial Advisor, Edward Jones,
Member SIPC.
Edward Jones is a licensed insurance producer 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
cannot provide tax advice. You should consult your qualified
tax advisor regarding your situation.
Contact us at (561) 748-7600, Sally Sima Stahl, AAMS,
1851 W. Indiantown Road, Ste. 106, Jupiter, FL 33458.

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