Downsizing and Simplifying
Gone are the days of boring “old folk’s homes” with only Tuesday night bingo for adventure. Today’s as-
sisted living communities offer a variety of active living experiences. “When it comes time for an individual
to make a decision to stay or go, it is not taken lightly, nor should it be,” advises Stark. “Our homes are more
than shelter, they are a place of fond memories. Helping a client walk through the process of transitioning to
an easier lifestyle requires patience, care and hand-holding, we are honored to serve in that capacity.” Stark
also notes that many who have lived in their homes for several years, may not know today’s market value for
it. “It can make a huge difference for a client that purchased their home thirty years ago, to understand today’s
market pricing. As their agent, it’s our fiduciary duty to get them top-dollar that the market will support, for
their home, and in a timely manner.” Maximizing a homeowner’s return on investment, means they’ll have
more money to spend in their next period of life – meaning retirement can really be a lot of fun!
Don’t Stress, Leave it to the Experts
Everyone knows that long-term or chronic stress isn’t good for our health. It’s in our best interest to create
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Compare Our CD Rates
Bank-issued, FDIC-insured
6-month
2.05
%
APY*
Minimum deposit $1,000.00
1-year
2.40
%
APY*
Minimum deposit $1,000.00
2-year
2.80
%
APY*
Minimum deposit $1,000.00
Call or visit your local financial advisor today.
Financial Advisor
.
300 South Main Street Ste 200
Weatherford, TX 76086
817-596-5841
www.edwardjones.com
Member SIPC
Donna J Alberts, CFP®
* Annual Percentage Yield (APY) effective 09/04/2018. CDs offered by Edward Jones are bank-issued and FDIC-insured up to
$250,000 (principal and interest accrued but not yet paid) per depositor, per insured depository institution, for each account
ownership category. Please visit www.fdic.gov or contact your financial advisor for additional information. Subject to availability
and price change. CD values are subject to interest rate risk such that when interest rates rise, the prices of CDs can decrease. If
CDs are sold prior to maturity, the investor can lose principal value. FDIC insurance does not cover losses in market value. Early
withdrawal may not be permitted. Yields quoted are net of all commissions. CDs require the distribution of interest and do not
allow interest to compound. CDs offered through Edward Jones are issued by banks and thrifts nationwide. All CDs sold by
Edward Jones are registered with the Depository Trust Corp. (DTC).
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