Understanding Today’s Financial Environment
Welcome, we’re Lake Advisory Group, a financial organization 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
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Saving for College 101
Here’s a crash course on saving for college.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Gaining a better understanding of municipal bonds makes more sense than ever.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A collection of tips from professional travelers.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
When do you need a will? The answer is easy: Right Now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
All about how missing the best market days (or the worst!) might affect your portfolio.
What if instead of buying that vacation home, you invested the money?