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.
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Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Is your estate in order? This short quiz may help you assess your overall strategy.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Tax preparation may be the perfect time to give the household budget a check-up.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.