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
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
How long does a $20 bill last?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
You’ve made investments your whole life. Work with us to help make the most of them.
How will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.