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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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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

Behavioral Finance

Behavioral Finance

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

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Student Loan Refinance Calculator

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

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Setting Your Family’s Financial Values

Set your family's financial values; cast a vision for the future. Talk to your parents and kids. Discuss all options.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Student Loan Payoff Calculator: Extra Payments Can Save You

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

Simple 401k

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

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

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

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See how long your current savings might last if a disability interrupted your income.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Behavioral Finance

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Rightsizing for Retirement

What does your home really cost?

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