Managing your investment income is critical to leading a comfortable lifestyle after retirement. Learn these tips to better manage your retirement finances.

How to Manage Your Investments in Retirement

You’ve done a good job investing in your future so far. You made maximum contributions to your 401K throughout your career, took advantage of employee stock purchase plans available through your place of employment, and set up a diverse portfolio…Read More »

Employee stock options are a great benefit. However, you'll need to understand the complexities of this investment option to make the most amount of money.

How to Get the Most Out of Your Employee Stock Options

In addition to your regular salary, your employer may grant you any number of benefits, from health insurance and employer matching of 401K contributions to stock grants and options. If you value investment planning, you should strategize about the best…Read More »

It takes a solid plan to save enough money to retire by age 65 and even more sacrifice and strategy if you hope to retire even earlier.

How to Build Wealth for Early Retirement

Wouldn’t it be nice to retire at 40 or 50, when you’re still young enough to enjoy all the many opportunities for adventure that the world has to offer? This isn’t to say that people aren’t still vital and energetic…Read More »

With each passing year, college gets more and more expensive. Let Lowery Thomas teach you how to start saving for tuition and expenses now.

Financial Planning: College is Getting More Expensive, Start Saving For Your Child’s Future Now

Financial decisions are some of the most complicated choices we make in our lives. When it comes to the future of our children, however, one thing is for sure: saving for their education is key. With the cost of college…Read More »

At Lowery Thomas, LLC, our advisers can help you manage your money with financial planning services. Learn more about the background of this field.

Financial Planning: A Background

What exactly is financial planning? Many people have an amorphous idea of this activity—perhaps it involves stocks or retirement accounts—but don’t truly know what it entails. At Lowery Thomas, LLC Financial Planners & Investment Advisors, our team is dedicated to…Read More »

Financial planning today is different than it was in 1969. Learn which trends have transformed this field and how we can help you adapt to these changes.

Financial Planning Today

In our last blog post, we covered the background of financial planning. Of course, many of the fundamental tenets of financial planning have remained the same since its creation and codification in 1969. However, the economic landscape has also changed…Read More »

Employee stock option plans are a great way to attract qualified candidates. Before offering an employee plan, consult a professional advisor.

Employee Stock Options

Whether you are trying to attract executives or employees, offering stock options will help you draw and retain the best candidates. To take full advantage of your plan, however, it is essential that you consult a professional financial and investment…Read More »

It's important you understand what employee stock options are so you can make informed decisions when reviewing a benefits package.

Common Questions About Startup Employee Stock Options

There are plenty of reasons why you might want to work for a business startup. These small companies may require you to work additional hours, wear many hats, and start at a lower salary than their corporate competitors, but you…Read More »

The Schwab Alliance is intended to provide users with additional tools that work in concert with investment advisory services.

Benefits of the Schwab Alliance

Most people these days are interested in investing; the prospect of making your hard-earned money work for you certainly has its appeal. Of course, there’s no denying the steep learning curve attached to the vast investment market. Like so many…Read More »

To safeguard your hard earned money and valuable possessions, you need to create an asset protection plan. Lowery Thomas can tailor one to your needs.

Asset Protection: What is it and Why Do You Need it?

The old adage “an ounce of prevention is worth a pound of cure” holds true when it comes to the topic of asset protection. Before you even realize what’s happening, creditors could be at your door, using the law to…Read More »