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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When to start? Should I continue to work? How can I maximize my benefit?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
There are common mistakes you can avoid when saving for retirement.
Earnings season can move markets. What is it and why is it important?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How do the markets usually react to elections? Was the 2016 election any different?
If you died, what would happen to your email archives, social profiles and online accounts?
Why are 401(k) plans, annuities, and IRAs so popular?
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.