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
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
That big list of dreams and goals isn't the only way to look at your bucket list.
With alternative investments, it’s critical to sort through the complexity.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.