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Stephen Lovell
Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

“Because without heritage every generation must start over” 

smarter simpler more personal

You’re looking for ways to build and secure your wealth and your health so you can enjoy the good life. You want clear answers about retirement issues like the cost of health care in retirement, how to maximize Social Security benefits, ways to invest for growing potential and stability. Your financial advisor will give you those answers. But is your advisor, like me, a nationally recognized retirement expert?

Choosing a knowledgeable, trustworthy advisor you’re comfortable with is crucial to your financial success. I followed my Dad’s footsteps in becoming a San Francisco financial advisor, and since 1990 I’ve been helping families realize their retirement goals. I’ve expanded my knowledge, earning 10 professional credentials, so I can offer you complete answers to all your financial needs, especially how to enjoy a secure and comfortable retirement. There are sensible ways to make this happen. Coming to this website may help you find those ways. 

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Helpful Content

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Planning for the Expected

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Social Security: By the Numbers

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Use this calculator to compare the future value of investments with different tax consequences.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

Self-Employed Retirement Plans

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Interest Rates: How Low Can They Go?

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Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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

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Events on Wall Street

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