A Personal Approach to Financial Planning
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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Tax preparation may be the perfect time to give the household budget a check-up.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Is your estate in order? This short quiz may help you assess your overall strategy.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There are nearly 1,200 ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you explored all of your choices when it comes to managing your taxable income?