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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

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

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Emotional vs. Strategic Decisions

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The ABCs of Zero Coupon Bonds

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

A Decision Not Made Is Still a Decision

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Preserving the Value of Your Retirement Plan

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

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Long-Term-Care Needs

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

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

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

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Calculate the dividend yield of a holding and see what that means for income over time.

Comparing Investments

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

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Saving for College 101

Here's a crash course on saving for college.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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