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

July 2016 LD Lowe Newsletter

July newsletter from your LD Lowe Team.

You are never too old to set another goal
or to dream a new dream.
C.S. Lewis

Partnering With You
to fulfill your dreams

Lloyd and staff

Mid-Year 2016: An Investment Reality Check
Market volatility is alive and well in 2016. Whether the markets are up or down, taking time to meet with your financial professional to review your portfolio can be an excellent way to keep your investments on track.
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Q&As on Roth 401(k)s
The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it’s more likely than not that you can make Roth contributions to your 401(k) plan.
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Finding and Claiming Forgotten Funds
As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was unlikely you would discover a chest full of pirate booty. However, the possibility that you have unclaimed funds or other assets waiting for you is not a fantasy. So how do you find what is owed to you, even if it’s not a fortune?
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I have matured U.S. savings bonds. Are they still earning interest and, if not, can I roll them over to another savings bond?
While you may have some options to consider with matured U.S. savings bonds, the interest earnings are subject to federal income tax when the bonds mature.
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How many types of government savings bonds are there, and what’s the difference between them?
The U.S. Treasury issues Series EE bonds and Series I bonds. The primary difference between them is how the rate of interest is calculated.
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