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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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?”
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
What can be learned from the savings rate?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
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.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
A letter of instructions provides additional and more personal information regarding your estate.
Couples may be able to head off many of the problems in a marriage that money can cause.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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 presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Recent changes in estate tax laws could affect the strategy you have in place.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are nearly 1,200 ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
Do you have causes that you want to support with donations? Here are three tips.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?