Understanding Today’s Financial Environment
Welcome, we’re Lake Advisory Group, a financial organization located 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
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Simple steps may help you foil hackers and protect your privacy.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn when it may not make sense to file a claim on your home insurance.
In the face of divorce, making changes to insurance coverage may be overlooked.
Second marriages are a trigger event to revisit any existing estate strategies.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
Do you know these three personal finance sayings?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here’s a crash course on saving for college.
Taking your Social Security benefits at the right time may help maximize your benefit.