Page 18 - Talk of Tequesta - March '22

Page 18, The Talk Of Tequesta

FinanCial FoCus

Use Your Financial Strategy Like GPS

By Sally Sima Stahl

When you’re driving Once your GPS has identified your starting point, it for whatever reason, to go a slightly different way. Your
these days, it’s pretty will then show you where you want to go and the routes to financial strategy can also show you alternatives, if it’s
hard to get lost because help you get there. And it’s the same with your financial comprehensive and overseen by a financial professional,
your smartphone’s Global strategy – you want it to help lead you to a particular place who, using specialized software, can create hypotheticals
Positioning System (GPS) in your life. In fact, a well-designed strategy can show – illustrations that provide alternative outcomes for
can get you just about you the steps you need to take to help reach more than one different steps, such as retiring at various ages, investing
anywhere. And as an investor, destination – to a place where you can send your children different amounts each year or earning different rates of
you can have a similar to college, a place where you can retire comfortably, a return. These hypotheticals can be quite helpful to you
experience by employing place where you can leave the type of legacy you want, as you chart your course toward your goals, especially if
another directional tool – and so on. you need to change your plans along the way.
a personalized financial Here’s another element of your GPS that applies to your Your GPS and your financial strategy are two great
strategy. financial strategy – the warnings. You’re certainly familiar tools for helping get you where you want to go.
Let’s look at the parallels between your GPS and this with those thick red lines your GPS shows to indicate This article was written by Edward Jones for use by
type of strategy. traffic slowdowns ahead. And while they’re annoying, your local Edward Jones Financial Advisor, Edward
To begin with, your GPS pinpoints your exact location they’re also useful in cautioning you that you may arrive Jones, Member SIPC.
at the start of your trip – in other words, it tells you where at your destination later than you had originally planned. Edward Jones is a licensed insurance producer in
you are. And when you create a financial strategy, your Your financial strategy can also express “warnings” about all states and Washington, D.C., through Edward D.
first step is to evaluate your current situation by answering events that could hinder you from reaching your goals. Jones & Co., L.P., and in California, New Mexico and
these types of questions: These obstacles might include an illness or disability Massachusetts through Edward Jones Insurance Agency
What are your assets? How much do you earn? How that could keep you out of work for a while, or the need of California, L.L.C.; Edward Jones Insurance Agency of
much do you owe? How much are you contributing to your for some type of long-term care, such as a nursing home New Mexico, L.L.C.; and Edward Jones Insurance Agency
IRA, 401(k) or other retirement accounts? Once you’ve got stay or the services of a home health aide. Your financial of Massachusetts, L.L.C.
a clear picture of your finances, you’ll be ready to begin strategy can not only identify these threats, but with the Edward Jones, its employees and financial advisors
your journey toward your long-term goals. guidance of a financial professional, suggest potential cannot provide tax advice. You should consult your
solutions. qualified tax advisor regarding your situation.
In addition to providing warnings about things such Contact us at (561) 748-7600, Sally Sima Stahl, AAMS,
Club news as heavy traffic and road construction, your GPS can 1851 W. Indiantown Road, Ste. 106, Jupiter, FL 33458.
change your route if you miss a turn or if you decide,

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Taxation • Real Estate • Corporations

Answer for

Crossword Puzzle

Diane L. KarLiK

Tel: (561) 625-5220
3450 Northlake Boulevard Suite 210 Fax: (561) 625-5201• Mobile: (561) 797-5004
Palm Beach Gardens, FL 33403 EMail: dlkarlik@aol.com