Understanding Today’s Financial Environment
Welcome, we’re Lake Advisory Group, a financial organization in The Villages, FL. We understand that individuals face unique challenges as they prepare for retirement. We 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.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This worksheet can help you estimate the costs of a four-year college program.
Understanding the economy's cycles can help put current business conditions in better perspective.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Are Real Estate Investment Trusts right for your portfolio?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Taking your Social Security benefits at the right time may help maximize your benefit.
There’s been a lot of talk about Tax Reform. What might it look like?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.