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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?

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Do Your Kids Know The Value of a Silver Spoon?

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Split Annuity Strategy

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Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Budget Check Up: Tax Time Is the Right Time

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TIPS for Inflation

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A Look at Whole Life Insurance

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Immediate vs. Deferred Annuities

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Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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5 Smart Investing Strategies

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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Should You Invest in Exchange Traded Funds?

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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Have you explored all of your choices when it comes to managing your taxable income?

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