Lowrey Wealth Management

I'm blessed to have been partnered with Kingswood since 2021 and excited to see what the future holds!

The best time to invest is when you have the money available.

Lowrey Wealth Management is here to answer your questions and help you achieve your financial goals.

Have a wonderful 2026 and Happy New Year!

Gratitude is my new attitude. 😊

Happy Thanksgiving 🍁🦃🍽

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

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💬 Questions? I’m always here to talk things through

Did you know that only 24% of Americans have a will, according to a 2025 study by Caring.com? And that number has decreased in recent years. Most of those Americans have children under 18. August is Make a Will Month, and it’s a great reminder to create a will for your family and those most important to you or to update it to reflect any changes in your life.

Reach out to me if you would like a referral to an attorney who can create a will and/or Trust.



https://www.caring.com/caregivers/estate-planning/wills-survey/