How do you want to spend the rest of your life?

There is no “one-size-fits-all” plan to fit every investor and every financial goal.

It is never too early - or too late - to plan. But if you don’t plant the seed, the tree will never grow.

Where do you want your bridge to take you?

As a client, you are family - not just a number.

Are you living to work, or working to live? There is a big difference.

“We make a living by what we get, but we make a life by what we give.” - Winston Churchill

December 2015 LD Lowe Newsletter

December news from your LD Lowe Team.

Wishing you the joy of Family
The happiness of Friends
And The love of Christmas This Year

As we celebrate the Holiday Season we want to thank each of you for partnering with us.

Merry Christmas,
Lloyd and Staff

When a Saver Marries a Spender, Every Penny Counts
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. Thinking of yourselves as two sides of the same coin may help you appreciate your financial differences.
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Give Your Retirement Plan an Annual Checkup
If you haven’t revisited your employer-sponsored retirement savings plan yet in 2015, the end of the year may be an ideal time to do so.
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Periodic Review of Your Estate Plan
An estate plan should be reviewed periodically, especially after a major life event.
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What is a phased retirement?
In its broadest sense, a phased retirement is a gradual change in your work patterns as you head into retirement.
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Are federal employees eligible for phased retirement?
Federal employees may have the option to enter into a phased retirement if their agency allows it.
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