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!
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
How long does a $20 bill last?
Tips on insuring your teen driver.
Understanding how capital gains are taxed may help you refine your investment strategies.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A collection of tips from professional travelers.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investors seeking world investments can choose between global and international funds. What's the difference?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A special needs trust helps care for a special needs child when you’re gone.
The decision whether to buy or rent a home may have long-term implications.
The market is as unpredictable as the weather. We’d love to help you prepare.