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Library and Links

Here are some useful resources to help you, including some convenient web links and the Insurance Services Library, centered upon Lakeland's Six (6) Wealth Advisory Initiatives:

Recommended Web Links

 

Financial Calculators:

  • FinancialCalculators.com

Government Services:

  • Internal Revenue Service
  • Social Security Administration
  • Medicare
  • U.S. Department of Education

Market News & Opinion:

  • The Wall Street Journal
  • Forbes
  • Reuters

Resources for Seniors:

  • AARP
  • RxList
  • SeniorDiscounts.com
  • AgingCare.com

Resources for College Students:

  • BigFuture
  • EducationQuest
  • WiseChoice

Popular Online Shopping Links:

  • Amazon.com
  • EBay
  • Craigslist

Insurance Services Library

 

On Investment Management:

  • Working with a Financial Advisor
  • Creating an Investment Portfolio
  • Six Keys to More Successful Investing

On Capital Needs Planning:

  • How Much Life Insurance Do You Need
  • Planning Ahead For Life Insurance Proceeds
  • Life Insurance at Various Life Stages

On Retirement Planning:

  • Retirement Planning: The Basics
  • Taking Advantage of Employer-Sponsored Retirement Plans
  • Planning for Social Security
  • Retirement Income: The Transition Into Retirement

On Education Planning:

  • Financial Aid for College
  • How Grandparents Can Help Grandchildren With College Costs
  • 529 Plans and Financial Aid Eligibility

On Long-term Care Planning:

  • Caring for an Aging Parent
  • Coordinating Long-Term Care Insurance with Government Benefits
  • Use Your Annuity to Pay for Long-Term Care Insurance
  • Life Insurance Riders That Pay for Long-Term Care

On Estate Planning:

  • Leaving A Legacy
  • Understanding Probate
  • Trust Basics
  • Irrevocable Life Insurance Trust (ILIT)

Contact Your Agent

Mark W. Petro

 

  lakeland@zoominternet.net

  814-382-6681

More Information Bio

About the Firm

Lakeland is a boutique financial advisory firm dedicated to providing insurance solutions as part of your strategic wealth planning initiative. Simply put, the firm strives to be your trusted source for your insurance needs.

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Lakeland Insurance Services

Phone: 814-382-6681
Email: lakeland@zoominternet.net

   

Insurance services offered through Mark W. Petro, an agent licensed in PA, OH, FL, NJ and VA, doing business as Lakeland Insurance Services, LLC. 11873 Oakland Beach Road, Conneaut Lake, PA 16316, (814) 382-6681. Investments and Advisory Services offered through Lakeland Investor Services, Inc., a Registered Investment Advisor. Lakeland Insurance Services, LLC and Lakeland Investor Services, Inc. are separate companies offering uniquely different services. Neither Lakeland Insurance Services, LLC nor its agents and representatives can provide tax, legal or accounting advice. Clients should consult their own attorney or tax advisor about their specific circumstances.

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