Plan Well. Retire Well. Live Well.
Lovett and Associates Financial Group is a full service financial advisory firm that specializes in developing and implementing retirement plans. “Our objective is to provide a personal approach to our clients when preparing for and during retirement.” Lovett and Associates focuses on the area of qualified retirement accounts such as IRAs, 401(k)s, SEPs and other retirement accounts. The focus being on dynamic asset allocation through professional money managers and income planning. Click on the Play Button below to view the videos and learn more about Lovett and Associates!
Lovett and Associates - Fishing Revised-HD from Patricia Hueston on Vimeo.
Helpful Content
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
9 Facts About Social Security
There are things about Social Security that might surprise you.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Rightsizing for Retirement
What does your home really cost?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.