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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Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
A Brief History of Estate Taxes
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Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
In the face of divorce, making changes to insurance coverage may be overlooked.
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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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