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!
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.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?
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.
There’s an alarming difference between perception and reality for current and future retirees.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.