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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

Long-Term-Care Needs

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

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Estimate how much life insurance coverage may be appropriate for your situation.

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See how long a lump sum of savings could last based on your withdrawal rate and return.

 

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Retirement Savings in Three Phases of Retirement

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Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

Retirement Income 101: Tax-Efficient Withdrawal Strategies

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Red Flags for Tax Auditors

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

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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

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

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

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

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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