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Latest Articles

Retirement

How Women Can Prepare For Retirement
FIRE Retirement
Women on the Rise
Healthcare Costs That Catch Retirees Off Guard
Helpful Retirement Strategies for Women
Introducing the 530A Accounts
Volunteering in Retirement
9 Facts About Retirement

Investment

Understanding Equity Compensation
Estimating the Cost of College
Pullbacks, Corrections, and Bear Markets
How to Invest in LGBTQ+ Friendly Companies
The Pros and Cons of an NUA Strategy
Required Reading: The Economic Report of the President
The Utility of Sector Investing
The Anatomy of an Index

Estate

3 Estate Challenges for Blended Families
Trends in Charitable Giving
Problems with Probate
Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
Estate Management Checklist
A Brief History of Estate Taxes

Insurance

The Value of Insuring Against Life’s Risks
When Life Insurance Becomes Taxable
The Cost of Medical Care
What to Look for in an Extended-Care Policy
Inventorying Your Possessions
Understanding Extended Care

Tax

2026 Tax Law Changes
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?
Tax & Estate Strategies for Married LGBTQ+ Couples
Do You Owe The AMT?

Money

Saving Early & Letting Time Work for You
Exploring the Federal Student Grant Program
The Lowdown on Those Free Credit Scores
Making a Charitable Contribution
Buying vs. Leasing a Car
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?

Lifestyle

Financial Aid for Students 101
Personal Finance Tips for Military Families
Pickleball in Retirement
A Path to Serenity and Smart Money Choices
Prevent a Rift: Money Tips for Newlyweds
Money Draining Food Myths
Changing Unhealthy Behaviors

Contact

Office: 262.268.9900

102 E Pier St.

Port Washington, WI 53074

info@lakefg.com

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or qualified. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit the Equitable Advisors website to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

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