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!
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And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
It sounds simple, but paying yourself first can really pay off.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Smart investors take the time to separate emotion from fact.
There’s an alarming difference between perception and reality for current and future retirees.