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
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Don’t overlook the need for renter’s insurance if you rent your home.
Learn all about Medicare basics in this informative and insightful article.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Bucket lists don’t have to be for tomorrow.
Do you have causes that you want to support with donations?
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, cracking the code on bonds.