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
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Rightsizing for Retirement
What does your home really cost?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A letter of instruction provides additional and more personal information regarding your estate.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Even if you’re young and single, you should still consider protecting yourself.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how to set up your financial goals for success? This knight does.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.