Lake Avenue Financial

06/28/2026

Estate planning can protect your family, but simple mistakes can create stress, tax issues, court battles, and confusion when loved ones need clarity most.

In this video, I break down 10 common estate planning mistakes, including procrastinating, missing beneficiaries, not funding a trust properly, forgetting healthcare representatives, storing documents incorrectly, and failing to update your plan after major life changes.

If you have a will, trust, retirement account, or property, this guide will help you understand what to review and how to avoid costly problems before they happen.

📌 𝐃𝐨𝐧’𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐠𝐫𝐚𝐛 𝐭𝐡𝐞 𝐟𝐫𝐞𝐞 𝐠𝐮𝐢𝐝𝐞!https://www.alexchalekian.co...

12/24/2024

You've got 7 more days before you can take advantage of these strategies.

These 5 simple moves can possibly help you lower your tax bill in 2024.

#1 Maximize tax-deferred accounts
→ Contribute to HSAs, 529s, and after-tax 401(k) contributions if eligible.

#2 Harvest capital gains
→ Strategically realize gains now to take advantage of current tax rates.

#3 Explore Mega-backdoor Roth conversions
→ Convert after-tax 401(k) contributions to a Roth IRA.

#4 Bundle deductions
→ Combine charitable donations, medical expenses, and other deductions to exceed the standard deduction.

#5 Fill up your current tax bracket
→ Pay more tax now at a lower rate to avoid possible higher tax rates later.

I created a simple guide that breaks everything down.

You can download it for free here 👉 https://www.lakeave.com/end-of-year-smart-tax-strategies-resource-guide-2024

09/14/2024

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

09/12/2024

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

09/11/2024

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

09/10/2024

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

09/09/2024

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

09/07/2024

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Lifestyle considerations in creating your retirement portfolio.

09/06/2024

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...