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Lowrey Financial Group is a full-service financial services firm that customizes retirement planning to ensure clients assets are preserved and working for them to build a robust future.

10/08/2026

Social Security is an important part of retirement income, but it shouldn’t be the only part of the plan.

According to the 2026 Social Security Trustees Report, the combined trust funds are projected to pay full scheduled benefits until 2034. If Congress does not make changes before then, incoming revenue would still cover about 83% of scheduled benefits at that point.

That doesn’t mean Social Security is disappearing. It does mean future retirees should think carefully about how Social Security fits alongside pensions, retirement accounts, personal savings, and other income sources.

A strong retirement strategy is built around multiple sources of income and the flexibility to adapt over time.

Your first consultation is complimentary.
Call 781-385-7263 or visit lowreyfinancial.com

Social Security is an important part of retirement income, but it shouldn’t be the only part of the plan.According to th...
10/06/2026

Social Security is an important part of retirement income, but it shouldn’t be the only part of the plan.

According to the 2026 Social Security Trustees Report, the combined trust funds are projected to pay full scheduled benefits until 2034. If Congress does not make changes before then, incoming revenue would still cover about 83% of scheduled benefits at that point.

That doesn’t mean Social Security is disappearing. It does mean future retirees should think carefully about how Social Security fits alongside pensions, retirement accounts, personal savings, and other income sources.

A strong retirement strategy is built around multiple sources of income and the flexibility to adapt over time.

Your first consultation is complimentary.
Call 781-385-7263 or visit lowreyfinancial.com

10/01/2026

Taxes don’t stop when retirement begins.

Your retirement income may come from several different sources, and each can be taxed differently depending on your situation.

That’s why tax planning should be part of your retirement strategy, not an afterthought.

The goal isn’t just to ask, “How much income will I have?”
It’s also to understand, “How much of that income will I actually keep?”

A thoughtful retirement plan should consider taxes, withdrawals, and income sources together.

Your first consultation is complimentary.
Call 781-385-7263 or visit lowreyfinancial.com

Taxes don’t stop when retirement begins.Your retirement income may come from several different sources, and each can be ...
09/29/2026

Taxes don’t stop when retirement begins.

Your retirement income may come from several different sources, and each can be taxed differently depending on your situation.

That’s why tax planning should be part of your retirement strategy, not an afterthought.

The goal isn’t just to ask, “How much income will I have?”
It’s also to understand, “How much of that income will I actually keep?”

A thoughtful retirement plan should consider taxes, withdrawals, and income sources together.

Your first consultation is complimentary.
Call 781-385-7263 or visit lowreyfinancial.com

09/24/2026

The national debt can feel like a distant issue, but the way the federal government addresses ongoing deficits can eventually affect taxpayers and retirees.

At a basic level, reducing deficits means some combination of higher revenues, lower spending, or stronger economic growth. CBO currently projects a federal deficit of about $1.9 trillion for fiscal year 2026, with deficits remaining elevated over the coming decade under current law.

For retirement planning, the takeaway is simple: future tax rules may not look exactly like today’s.

That’s why a long-term retirement strategy should consider not only how much you save, but also how your income could be taxed in the years ahead.

Swipe through to learn more.

Your first consultation is complimentary.
Call 781-385-7263 or visit lowreyfinancial.com

The national debt can feel like a distant issue, but the way the federal government addresses ongoing deficits can event...
09/22/2026

The national debt can feel like a distant issue, but the way the federal government addresses ongoing deficits can eventually affect taxpayers and retirees.

At a basic level, reducing deficits means some combination of higher revenues, lower spending, or stronger economic growth. CBO currently projects a federal deficit of about $1.9 trillion for fiscal year 2026, with deficits remaining elevated over the coming decade under current law.

For retirement planning, the takeaway is simple: future tax rules may not look exactly like today’s.

That’s why a long-term retirement strategy should consider not only how much you save, but also how your income could be taxed in the years ahead.

Swipe through to learn more.

Your first consultation is complimentary.
Call 781-385-7263 or visit lowreyfinancial.com

WHEN WAS THE LAST U.S. BUDGET SURPLUS ? Every fiscal year since: Budget DeficitYour retirement could last decades.Is you...
09/20/2026

WHEN WAS THE LAST U.S. BUDGET SURPLUS ?

Every fiscal year since: Budget Deficit

Your retirement could last decades.
Is your plan prepared for change?

09/18/2026

WHEN WAS THE LAST U.S. BUDGET SURPLUS?
2001
Every fiscal year since: Budget Deficit
Your retirement could last decades.
Is your plan prepared for change?

How can the government address its debt?At a basic level, reducing persistent deficits requires some combination of incr...
09/10/2026

How can the government address its debt?

At a basic level, reducing persistent deficits requires some combination of increasing revenue and reducing spending.

That could mean changes to taxes, government expenditures, or both — and those decisions can have implications for retirees.

You can’t control future policy, but you can consider different tax and income scenarios when building your retirement strategy.

Swipe through to learn more.

First consultation is complimentary.
Call 781-385-7263 or visit lowreyfinancial.com

The numbers tell an important story.U.S. public debt has grown substantially over the past several decades, reaching $38...
09/04/2026

The numbers tell an important story.

U.S. public debt has grown substantially over the past several decades, reaching $38 trillion in 2025.

What happens next is uncertain. But decisions made to address the debt could eventually influence taxes, government spending and the broader financial environment.

Swipe through for a closer look at the numbers — and why they may matter when planning for retirement.

First consultation is complimentary.
Call 781-385-7263 or visit lowreyfinancial.com

Address

99 Derby Street , Suite 307
Hingham, MA
02043

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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