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Financial Advice - Tax - Accounting Bridging the gap between today and your tomorrow No One Strategy Fits Everyone

Jeffrey Lovas, CPA

At Lovas Financial, one of our primary goals is to develop a long-term, trusting relationship with you.

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Take a look at our video library to find out more about Retirement, Investment, Taxes and more.

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Real-world insights and understanding that can help you better define your financial objectives.

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Understanding Today's Financial Environment with Lovas Financial

Welcome, I am Jeffrey Lovas, a financial professional in Paramus, NJ. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

As a professional with Lovas Financial, I have over 30 years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life.

17 Arcadian Way (Avenue), Suite 206 • Paramus, NJ 07652

Phone (201) 909-0335 • jeff.lovas@ceterafs.com

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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Helpful Content

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Emerging Market Opportunities

What are your options for investing in emerging markets?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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