Lakes Financial Services

Glen K. Sundberg

Welcome to Lakes Financial Services Web site, here you will find a wealth of information in the form of newsletter articles, calculators, and research reports. 

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate preservation, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. The website is frequently updated, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Newsletters

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

More Newsletters →