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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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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.

21622 IronRidge court, San Antonio, TX, 78258

Phone (973) 768-9775 • 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."

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

Preserving the Value of Your Retirement Plan

Preserving the Value of Your Retirement Plan

Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

Credit Card Payoff

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Introducing the 530A Accounts

An article explaining 530A Accounts.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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