Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? The New Wild West: Bitcoin

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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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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

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An Inside Look at Retirement Living

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To Buy or Not to Buy

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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.

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