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.
Cetera Three Advisors from JAG on Vimeo.
Lovett and Associates - on Vimeo.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
The New Wild West: Bitcoin
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.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
In the face of divorce, making changes to insurance coverage may be overlooked.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
The decision whether to buy or rent a home may have long-term implications.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Understanding the cycle of investing may help you avoid easy pitfalls.