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!
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This worksheet can help you estimate the costs of a four-year college program.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
It's easy to let investments accumulate like old receipts in a junk drawer.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Are Real Estate Investment Trusts right for your portfolio?
It’s never a bad time to speak with your financial advisor about changes in your situation.