Kaitlyn Lowry Financial Advisor

09/26/2025

According to research from the TIAA Institute, Gen X and Millennial generations are not being set up with the financial literacy tools our parents and grandparents had.

It’s time to take control of your financial future. Financial education is the foundation for long-term success, and it’s never too late to start learning!

When I work with clients, I make sure to cover the what, how, and why for each recommendation, and I cover how current trends in the economy, markets, and headlines affect their individual plan.

This could be…
💡Levels of risk that allow for investment growth without putting goals in jeopardy
💡Insurance solutions that protect wealth, without exorbitant monthly costs
💡Investing opportunities that have staying power

Plus, whatever specific concerns that come up in their financial lives.

Even if you have a high financial acumen, there is always something new to learn and put in practice!

What is something you learned about money as an adult that you wish you’d known sooner?

09/18/2025

The average vet school debt is around $150,000, according to the American Veterinary Medical Association (AVMA).

Whether it’s stress from the monthly payment or simply the mass of the total loan, student debt can be a major source of burnout for vets.

But it doesn’t have to be! A solid repayment strategy can help lighten the load and set you on the path to financial freedom.

We help veterinarians with loans…

✅Find confidence with a strategic debt-free plan
✅Stay up to date on legislative changes and how they may affect your strategy (major changes coming in 2026)
✅Understand their forgiveness options, as well as backup plans
✅Find the balance between paying down debt with enjoying life

You are not behind on your wealth-building journey. Let’s connect if you’d like to get started on your strategy.

06/03/2025

If you have the time, drop by and see me at the Clayton WIN Business Expo on June 7th! There will be numerous women-owned, local businesses set up to showcase their incredible products and services. It’s a great opportunity to support small businesses, make connections, and be part of a vibrant community. I hope to see you there!

05/11/2025

There is no love like a mother's love. Wishing all mothers a relaxing and beautiful Mother's Day. Enjoy your time celebrating!

05/07/2025

Financial goals typically fall into short-, medium-, and long-term categories. Each requires different investment strategies with varying levels of risk and liquidity. Defining your goals is the first step to building a personalized investment portfolio and preparing for the exciting "work optional" phase of your life!

05/06/2025

Inflation can erode your purchasing power over time. Planning for rising costs of essentials like healthcare and utilities can help you set more accurate retirement savings goals. A good financial plan can also help give you the confidence to enjoy your path to retirement.

05/06/2025

🌅 Is retirement on the horizon?

📊 Are you concerned about market volatility?

💭 Maybe we can help you strategize for the future or even navigate uncertainty.

Ready to get started? Comment "Ready" below ✏️

05/06/2025

This Monthly Recap summarizes market performance, major events and news from April 2025. Read more here:

The S&P 500 ended only fractionally lower in April, marking a stunning recovery from deep early-April losses that culminated in a 11.7% upward swing from its April 8th low. Equities were again whipsawed after President Trump announced his highest level “reciprocal” trade tariffs on April 2, whic...

04/22/2025

Looking to make a difference? EarthDay.org lists 51 actions and tips to help restore our Earth, every day of the year.

Over 40 simple and easy tips to help you go green, protect the earth, save money and make every day Earth Day. You can make a difference!

04/21/2025

If you have questions but don't have the time during the week to schedule a meeting, no worries! Come see me this Sunday, April 27th at the Finch Lee Pavilion in Clayton. I will have a table set up from 1-5pm to answer any and all questions you may have.

04/16/2025