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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Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
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.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding how capital gains are taxed may help you refine your investment strategies.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Smart investors take the time to separate emotion from fact.