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
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Learn a little about worldwide currency in this fun infographic
Don’t overlook the need for renter’s insurance if you rent your home.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn about what risk tolerance really means in this helpful and insightful video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?