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!
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Making the most of surprises is a great reason to work with us.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Being healthy not only makes you feel good, it may also help you financially.
Learn when it may not make sense to file a claim on your home insurance.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Marriage changes everything, including your insurance needs.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Around the country, attitudes about retirement are shifting.
How do the markets usually react to elections? Was the 2016 election any different?
Women must be ready to spend, on average, more years in retirement than men.
What does your home really cost?