Lowery Financial Partners

Lowery Financial Partners
A financial advisory practice of Ameriprise Financial Services, LLC
Disclosure: http:/bit.ly/1UPmzD6

[Lowery Financial Partners @loweryassociate]

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[Lowery Financial Partners @loweryassociate]

Happy Presidents' Day!

[Lowery Financial Partners @loweryassociate]

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

[Lowery Financial Partners @loweryassociate]

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

[Lowery Financial Partners @loweryassociate]

It’s almost time for the big game! What’s your favorite part?
A. Football
B. Halftime show
C. Commercials
D. Food
E. All of the above

[Lowery Financial Partners @loweryassociate]

Are you prepared for market volatility? Here are five tips for navigating the fluctuations.

[Lowery Financial Partners @loweryassociate]

Let’s discuss how to help safeguard your nest egg. You’ve worked too hard to let it go unprotected.

[Lowery Financial Partners @loweryassociate]

Did you know that dividends are only subject to capitals tax, whereas interest payments are taxed as ordinary income? Let’s discuss ways you can minimize taxes and choose the best investment strategy to meet your goals.

[Lowery Financial Partners @loweryassociate]

The start of the year is a great time to take a fresh look at your goals. Maybe your goals have changed, or you have a renewed sense of financial focus. Regardless of where you stand, we are here to help. How are you planning to tackle your financial resolutions?

[Lowery Financial Partners @loweryassociate]

January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.

[Lowery Financial Partners @loweryassociate]

Wishing you a happy, healthy and bright year ahead. Happy New Year!

[Lowery Financial Partners @loweryassociate]

Sending warm wishes to you and yours this holiday season!

[Lowery Financial Partners @loweryassociate]

Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead. #AmeripriseResearch https://t.co/6dWKbdJRuH

[Lowery Financial Partners @loweryassociate]

The first day of winter is here! What are you looking forward to this season?

[Lowery Financial Partners @loweryassociate]

The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds for each bracket compared to 2023. Let’s review together and discuss the appropriate tax strategy for you and your goals. https://t.co/zxhP6h2sBI

[Lowery Financial Partners @loweryassociate]

Don’t let volatility keep you on the sidelines. Staying invested matters as history suggests trying to time the markets is a mistake. Contact us to learn more.

[Lowery Financial Partners @loweryassociate]

Understanding financial aid can be an important step in the college planning process.  Here’s what you need to know and how we can help. https://t.co/NkMsYaljhE

[Lowery Financial Partners @loweryassociate]

Are you protecting yourself online? Learn three of the most common types of cybercrime and tips to help you stay safe. https://t.co/VpDchXc6vs

[Lowery Financial Partners @loweryassociate]

Is a Roth conversion right for you? If you’re curious about converting your pre-tax assets to a Roth IRA, let’s connect. https://t.co/ZC6gzCMApf

[Lowery Financial Partners @loweryassociate]

May the warmth of friends and family surround you today and all season long. We’re thankful for you!