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
9 Facts About Social Security
There are things about Social Security that might surprise you.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here's a breakdown of how the federal government spends your tax money.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Lifestyle considerations in creating your retirement portfolio.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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
A presentation about managing money: using it, saving it, and even getting credit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you have causes that you want to support with donations? Here are three tips.
There are three things to consider before dipping into retirement savings to pay for college.
A special needs trust helps care for a special needs child when you’re gone.
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.