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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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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

Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

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Second marriages are a trigger event to revisit any existing estate strategies.

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There’s an alarming difference between perception and reality for current and future retirees.

 

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

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In the face of divorce, making changes to insurance coverage may be overlooked.

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Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

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Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Simple 401k

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

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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Investments

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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