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Stephen Lovell
Inflation and Your Portfolio Should You Ever Retire? An Arm and a Leg The New Wild West: Bitcoin

“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

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Choosing a Business Structure

Choosing a Business Structure

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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

 

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Immediate vs. Deferred Annuities

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A Penny Saved is Two Pennies Earned

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Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Orchestrating Your Retirement Accounts

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Rightsizing for Retirement

What does your home really cost?

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