Page 3 - The Shorers of Jupiter - April '25

The Shores, Page 3
Financial Focus ®

Time For Some Financial • Cut back on “overgrown” investments. Now that • Protect yourself from financial dangers. As you go
about your household spring cleaning, you may find
winter is over and you’re venturing outside more, you
Spring Cleaning may notice some overgrown shrubbery or some tree actual physical dangers that need to be removed or stored
branches that need pruning. And while it may sound more safely, such as sharp objects or broken tools. And
By Sally Sima Stahl, counterintuitive, you might also have some investments as you navigate daily life, you may also find threats to
Edward Jones that have grown too big for your needs. For example, your financial safety – the need for an expensive home
Spring is here – which you might own some growth-oriented investments whose improvement, or a major car repair or an unexpectedly
means it’s once again time to value has increased so much that they now take up a larger large medical bill. If you don’t have the money available
wash the windows, organize percentage of your portfolio – and carry a higher degree of to pay these expenses, you might be forced to dip into your
your cabinets and steam risk – than you originally intended. If that’s the case, you retirement accounts or run up your credit card or take out
your carpets. This year, might be better off by selling some of these investments a high-rate loan. To protect yourself from having to make
in addition to tidying up and purchasing others to help bring your investment mix these moves, you may want to maintain an emergency
around your house, why not back to its desired alignment. fund containing several months’ worth of living expenses,
also consider some financial • Dust off your investment strategy. With more sunlight with the money kept in a liquid account, separate from
spring cleaning? now pouring in your house, you might notice that the corners those you use for your daily living expenses.
Here are some suggestions of your walls and ceiling may need a good dusting. And as Of course, some of these moves can take some time
to consider: you continually work to strengthen your financial foundation, – but by getting started on them soon, you can help put
• “De-clutter” your investment portfolio. When you you may need to dust off your investment strategy, especially your financial house in better shape by the time the next
embark on your home cleaning mission, you might notice if you’ve recently experienced changes in your life, such as spring cleaning rolls around.
that you have redundancies – three blenders, two vacuum a marriage, addition of children, new job, and so on. And as This article was written by Edward Jones for use by
cleaners, and so on. Similarly, you might find duplications you move closer to retirement, you may also need to adjust your local Edward Jones Financial Advisor, Edward
in your investment portfolio, perhaps in the form of your strategy in some ways. For one thing, you might want to Jones, Member SIPC.
multiple, near-identical stocks or mutual funds. If so, adopt a more conservative investment approach in the years Edward Jones is a licensed insurance producer in
then it might be worthwhile to consider selling some of immediately preceding your retirement, though you’ll still all states and Washington, D.C., through Edward D.
these investments and using the proceeds to boost your need to have some growth potential in your portfolio to help Jones & Co., L.P., and in California, New Mexico and
portfolio in other areas in which you may be lacking. keep you ahead of inflation. 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
Bill’s Box from page 1 power and speeds. One can be powered by motorcycle of Massachusetts, L.L.C.
engines. It sounds like a NASCAR racecar. The broad Edward Jones, its employees and financial advisors
Then there are the Shores et al teen e-bikes terrorists timeline for these infractions is between 3 p.m. and even later cannot provide tax advice. You should consult your
blasting around and through Shores’ internal streets and than 9 p.m. The JPD is aware of these infractions and is on qualified tax advisor regarding your situation.
drives. All e-bike teenagers are not reckless, disrespectful. the lookout. Violations are subject to the same punishment Contact us at (561) 748-7600, Sally Sima Stahl, CFP ,
®
Those are a clear and present danger to themselves but are as any other moving vehicle on public roadways. AAMS™, 1851 W. Indiantown Road, Ste. 106, Jupiter, FL 33458.
also to neighbors and pets and automobiles. However, some The concern over these dangers is not mine alone.
riders trying to out-do their daredevil friends, come very Shores residents express these concerns on various media
close to moving automobiles. Speed and power noise seem and to the HOA board of directors as well as to the Jupiter
to be the goal. If allowed to continue some immature, mostly Police Department. Under their website, one can read the
boys, will come to great harm, even fatal, as has already official ordinance, rules and regulations on e-bikes.
happened outside the Shores in surrounding areas. These Copy Deadline For May
e-bikes are a nice Christmas present with thorough parental April 14, 2025. It slips up on you. Letters to the editor
supervision and observance. There are three categories of are welcome.

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