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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Gaining a better understanding of municipal bonds makes more sense than ever.
Take the guesswork out of your IEP or SEP with this helpful article.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you have causes that you want to support with donations?
Do you know how to set up your financial goals for success? This knight does.
Pundits say a lot of things about the markets. Let's see if you can keep up.