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.
Lovett and Associates - on Vimeo.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Here's a breakdown of how the federal government spends your tax money.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.