Our advice for your future is
smarter, simpler, more personal
Welcome to Lovell Wealth Management
smarter simpler more personal
Successful people are good at what they do, and bring in professionals to do the rest. Lovell Wealth Management is the financial professional when it comes to wealth management, retirement, and tax and estate planning services.
Lovell Wealth Management provides comprehensive financial planning and investment strategies designed to help make the good life better by helping to preserve your lifestyle today while working to help protect your legacy for tomorrow. With extensive knowledge and passion borne of direct personal experience, we help individuals, business owners, and wealthy families proactively develop a clear, practical plan to help maximize their estate now while planning ahead to eventually pass their legacy on to future generations.
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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.