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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Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Is your estate in order? This short quiz may help you assess your overall strategy.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A quick look at how federal income taxes work.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
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
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.
Have you explored all of your choices when it comes to managing your taxable income?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.