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2016-08-12T00:00:00.000Z

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Mr. Stephen F. Lovell

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LPL Financial Services

75 State Street 22Nd Floor

Boston, Massachusetts 02109

United States

Company Description

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance ... more

Find other employees at this company (10,864)

Background Information

Employment History

Radio Show Host of "The Good Life Made Better"

KDOW

President

Silicon Valley Tax

Affiliations

President
Lovell Wealth Legacy

Financial Advisor
Forsyth Heritage

Member of the National Member Relations Committee
Financial Planning Association

Education

MBA

Web References (46 Total References)


More Americans could be living their ...

hellenicnews.com [cached]

More Americans could be living their dream during retirement, wherever they go to play," says Stephen F. Lovell, a nationally recognized retirement expert who emphasizes a comprehensive approach for well-being during one's golden years.

"Many baby boomers will retire in the next few years, and for many of them that dream has a nightmarish tinge-they're worried they'll run out of money."
Lovell, president of Lovell Wealth Legacy, (www.lovellwealthlegacy.com), says 2015 can and should be the start of that good life. He offers three simple ways to bring your dream into reality.
...
"Budgeting puts you in the driver's seat," Lovell says.
...
"Remember, 40 percent of retirees underestimate their life expectancy, according to an Ernst & Young study," Lovell says, "so if you don't want to run out of money, create your financial plan to cover this extended retirement period.
...
About Stephen F. Lovell, MBA, ChFC®, CLU®, CFP®
...
Stephen F. Lovell is a thoroughly credentialed, nationally recognized financial professional. Since 1990, he has been gathering various licenses - in insurance, securities, real estate, commodities and as a registered principle - to offer his clients a thoroughly comprehensive perspective on their wealth. He is president of Lovell Wealth Legacy, (www.lovellwealthlegacy.com), and a branch manager at LPL Financial. Lovell has earned several professional honors and memberships. Since walking with his mother as a child for the March of Dimes in San Francisco, he has been active in local and national charities. More recently, Lovell has taken to the airwaves as a radio host at KDOW, where he hosts a weekly show about pursuing financial success and, of course, enjoying the fruits of that financial success.


By Stephen F. Lovell, Financial ...

www.homebusinessmag.com [cached]

By Stephen F. Lovell, Financial Expert

...
It's making them at the right time, says Stephen F. Lovell, a financial professional and president of Lovell Wealth Legacy.
"Doing the right thing at the wrong time makes it the wrong thing to do," Lovell says.
Don't despair. April is National Financial Literacy Month, a good time to take stock of where you are money wise and explore how you can improve.
Lovell says that by asking the right questions or taking the right precautions, you can sidestep these common financial mistakes:
· Becoming infatuated with the latest hot investment. It's easy to be seduced by whatever is creating the greatest buzz. After all, you don't want to miss out while everyone else is reaping rewards. Resist the temptation, Lovell says. Momentary sizzle doesn't guarantee long-term success. "Hot investments are like ice cubes," he says. "They're solid when you get them, but they soon liquefy and when you liquidate, your gains trickle away."
· Neglecting to consider all the options. Savvy investors use different kinds of investments to satisfy different financial needs, Lovell says. Don't neglect the full array of available investments. "Relying only on stocks, bonds and cash puts you at a disadvantage," he says.
...
"Don't diminish the importance of investment costs because they diminish your wealth," Lovell says. "You need to take time to learn about the costs that are applied to each type of investment."
· Spending all that comes in. Too many people let their income level set the ceiling on how much they spend each month, Lovell says. Such spendthrift habits leave people living paycheck to paycheck and when the inevitable emergency arises - a car repair, a medical bill - the bank account is short and they need to take on debt just to survive until the next payday.
Your budget, not your income, should dictate spending limits, Lovell says. If you don't have a monthly budget - and many people don't - now is a good time to create one, he says. Just make sure the amount you budget to spend is less than your net income, and then stick to your budget. Otherwise, you'll soon creep into the realm of deficit spending, a place best avoided.
· Trying to go it alone. Most people, whether they want to admit it or not, need investment advice, Lovell says. Without reliable guidance, they can end up lost in the financial jungle and succumb to numerous hazards that await the unwary. "You need someone who understands all the upsides and all the pitfalls," he says. But not all investment advice is equal, either. "The person you choose should be both skilled and trustworthy," Lovell says, "and should always put your interests first."
About Stephen F. Lovell, MBA, ChFC®, CLU®, CFP®, CFS, BCM, CRPC®, AEP®, RHU®, AIF®
Stephen F. Lovell is a thoroughly credentialed, nationally recognized financial professional. Since 1990, he has been gathering various licenses - in insurance, securities, real estate, commodities and as a registered principle - to offer his clients a most comprehensive perspective on their wealth. He is president of Lovell Wealth Legacy (www.lovellwealthlegacy.com), and a branch manager at LPL Financial. Lovell has earned several professional honors and memberships. Since walking with his mother as a child for the March of Dimes in San Francisco, he has been active in local and national charities. More recently, Lovell has taken to the airwaves as a radio host at KDOW, where he hosts a weekly show about pursuing financial success and enjoying the fruits of that financial success.


About Stephen F. Lovell, ...

www.seniornewsandliving.com [cached]

About Stephen F. Lovell, MBA, ChFC®, CLU®, CFP®, CFS, BCM, CRPC®, AEP®, RHU®, AIF®

...
More Americans could be living their dream during retirement, wherever they go to play," says Stephen F. Lovell, a nationally recognized retirement expert who emphasizes a comprehensive approach for well-being during one's golden years. "Many baby boomers will retire in the next few years, and for many of them that dream has a nightmarish tinge-they're worried they'll run out of money." Lovell, president of Lovell Wealth Legacy, (www.lovellwealthlegacy.com), says 2015 can and should be the start of that good life. He offers three simple ways to bring your dream into reality. • Revise your budget at the year's beginning. Ask yourself: How do I spend my money? Many of us believe we have a reasonable idea of where we put our money, but unless you account for your spending, you may miss out by not putting away enough for your happy retirement. A household's discretionary spending on nonessential goods and services like a second smart phone case or the premier movie channel is could top 30 percent. And that is often twice what you intended-but you don't see it until you budget. "Budgeting puts you in the driver's seat," Lovell says.
...
"Remember, 40 percent of retirees underestimate their life expectancy, according to an Ernst & Young study," Lovell says, "so if you don't want to run out of money, create your financial plan to cover this extended retirement period.
...
Stephen F. Lovell is a thoroughly credentialed, nationally recognized financial professional. Since 1990, he has been gathering various licenses - in insurance, securities, real estate, commodities and as a registered principle - to offer his clients a thoroughly comprehensive perspective on their wealth. He is president of Lovell Wealth Legacy, (www.lovellwealthlegacy.com), and a branch manager at LPL Financial. Lovell has earned several professional honors and memberships. Since walking with his mother as a child for the March of Dimes in San Francisco, he has been active in local and national charities. More recently, Lovell has taken to the airwaves as a radio host at KDOW, where he hosts a weekly show about pursuing financial success and, of course, enjoying the fruits of that financial success.


About Stephen F. Lovell, ...

seniornewsandliving.com [cached]

About Stephen F. Lovell, MBA, ChFC®, CLU®, CFP®, CFS, BCM, CRPC®, AEP®, RHU®, AIF®

...
More Americans could be living their dream during retirement, wherever they go to play," says Stephen F. Lovell, a nationally recognized retirement expert who emphasizes a comprehensive approach for well-being during one's golden years. "Many baby boomers will retire in the next few years, and for many of them that dream has a nightmarish tinge-they're worried they'll run out of money." Lovell, president of Lovell Wealth Legacy, ( www.lovellwealthlegacy.com), says 2015 can and should be the start of that good life. He offers three simple ways to bring your dream into reality. • Revise your budget at the year's beginning. Ask yourself: How do I spend my money? Many of us believe we have a reasonable idea of where we put our money, but unless you account for your spending, you may miss out by not putting away enough for your happy retirement. A household's discretionary spending on nonessential goods and services like a second smart phone case or the premier movie channel is could top 30 percent. And that is often twice what you intended-but you don't see it until you budget. "Budgeting puts you in the driver's seat," Lovell says.
...
"Remember, 40 percent of retirees underestimate their life expectancy, according to an Ernst & Young study," Lovell says, "so if you don't want to run out of money, create your financial plan to cover this extended retirement period.
...
Stephen F. Lovell is a thoroughly credentialed, nationally recognized financial professional. Since 1990, he has been gathering various licenses - in insurance, securities, real estate, commodities and as a registered principle - to offer his clients a thoroughly comprehensive perspective on their wealth. He is president of Lovell Wealth Legacy, ( www.lovellwealthlegacy.com), and a branch manager at LPL Financial. Lovell has earned several professional honors and memberships. Since walking with his mother as a child for the March of Dimes in San Francisco, he has been active in local and national charities. More recently, Lovell has taken to the airwaves as a radio host at KDOW, where he hosts a weekly show about pursuing financial success and, of course, enjoying the fruits of that financial success.


About Stephen F. Lovell, ...

www.seniornewsandliving.com [cached]

About Stephen F. Lovell, MBA, ChFC®, CLU®, CFP®, CFS, BCM, CRPC®, AEP®, RHU®, AIF®

...
More Americans could be living their dream during retirement, wherever they go to play," says Stephen F. Lovell, a nationally recognized retirement expert who emphasizes a comprehensive approach for well-being during one's golden years. "Many baby boomers will retire in the next few years, and for many of them that dream has a nightmarish tinge-they're worried they'll run out of money." Lovell, president of Lovell Wealth Legacy, (www.lovellwealthlegacy.com), says 2015 can and should be the start of that good life. He offers three simple ways to bring your dream into reality. • Revise your budget at the year's beginning. Ask yourself: How do I spend my money? Many of us believe we have a reasonable idea of where we put our money, but unless you account for your spending, you may miss out by not putting away enough for your happy retirement. A household's discretionary spending on nonessential goods and services like a second smart phone case or the premier movie channel is could top 30 percent. And that is often twice what you intended-but you don't see it until you budget. "Budgeting puts you in the driver's seat," Lovell says.
...
"Remember, 40 percent of retirees underestimate their life expectancy, according to an Ernst & Young study," Lovell says, "so if you don't want to run out of money, create your financial plan to cover this extended retirement period.
...
Stephen F. Lovell is a thoroughly credentialed, nationally recognized financial professional. Since 1990, he has been gathering various licenses - in insurance, securities, real estate, commodities and as a registered principle - to offer his clients a thoroughly comprehensive perspective on their wealth. He is president of Lovell Wealth Legacy, (www.lovellwealthlegacy.com), and a branch manager at LPL Financial. Lovell has earned several professional honors and memberships. Since walking with his mother as a child for the March of Dimes in San Francisco, he has been active in local and national charities. More recently, Lovell has taken to the airwaves as a radio host at KDOW, where he hosts a weekly show about pursuing financial success and, of course, enjoying the fruits of that financial success.

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