Mercer Advisors, Formerly Lake Point Advisory Group

Mercer Advisors, Formerly Lake Point Advisory Group Building Lifelong Relationships Rooted in Performance and Respect.

Lake Point Advisory Group works with friends and neighbors in North Texas to make retirement goals become realities through smart financial investment.

Summer vacation is just around the corner, and if you’re looking to save some money and make the most out of your trip, ...
06/02/2023

Summer vacation is just around the corner, and if you’re looking to save some money and make the most out of your trip, here are some travel hacks you can use.

Summer vacation is just around the corner, and if you're looking to save some money and make the most out of your trip, here are some travel hacks you can use. Book Flights Early Airlines sell flights

You may have heard the term “Feng Shui” in the context of interior design and home and building design. But what is it e...
05/26/2023

You may have heard the term “Feng Shui” in the context of interior design and home and building design. But what is it exactly?

You may have heard the term “Feng Shui” in the context of interior design and home and building design. But what is it exactly? Where does it come from? And what does

Learn about target-date funds, what they are, how they work, and how they may help you with your retirement planning in ...
05/22/2023

Learn about target-date funds, what they are, how they work, and how they may help you with your retirement planning in this week's blog!

A target-date fund is an investing tool, often in the form of an ETF or mutual fund, that adjusts its investment strategy based on how much time there is until the target date. The investments are

Need some music for the weekend? The year 1983 saw the release of some of the most iconic and timeless songs in music hi...
05/19/2023

Need some music for the weekend? The year 1983 saw the release of some of the most iconic and timeless songs in music history. Check out this list of classic hits!

The year 1983 saw the release of some of the most iconic and timeless songs in music history. From pop to rock to new wave, this year had something for everyone. If you are headed into retirement

In most cases, you can’t actually keep your money in your retirement accounts forever... but why not?
05/15/2023

In most cases, you can’t actually keep your money in your retirement accounts forever... but why not?

In most cases, you can’t actually keep your money in your retirement accounts forever. Even if you don’t need the money from your retirement accounts, many of them will require you to begin

If you are aging and unsure about your options for in-home care as you get older, this article is for you. We’ll also co...
05/12/2023

If you are aging and unsure about your options for in-home care as you get older, this article is for you. We’ll also cover the pros and cons of hiring help through an agency and doing it yourself.

If you are aging and unsure about your options for in-home care as you get older, this article is for you. We’ll also cover the pros and cons of hiring help through an agency and doing it yourself. The most

You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in t...
05/08/2023

You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away?

You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still

They just don’t make arcades like they used to. Here’s a list of some of the greatest arcade classics of all time.
05/05/2023

They just don’t make arcades like they used to. Here’s a list of some of the greatest arcade classics of all time.

They just don’t make arcades like they used to. The hallmark clack of pinball machines and the 8-bit orchestras playing from all sorts of machines isn’t something you can really find anymore. Here’s a list of some of the

With the recent turmoil in the banking sector, it’s understandable to worry about your bank savings. But before worrying...
05/01/2023

With the recent turmoil in the banking sector, it’s understandable to worry about your bank savings. But before worrying, it’s important to know how your money in the bank is protected. So, how safe is your money, really?

With the recent turmoil in the banking sector, it’s understandable to worry about your bank savings. But before worrying, it’s important to know how your money in the bank is protected. So, how safe

As the weather starts to get warmer, we’re headed into spring cleaning season! If you have retired recently, now can be ...
04/28/2023

As the weather starts to get warmer, we’re headed into spring cleaning season! If you have retired recently, now can be a great time to get to all those cleaning projects that you have been putting off. Check out this list to help you get started!

As the weather starts to get warmer, we’re headed into spring cleaning season! If you have retired recently, now can be a great time to get to all those cleaning projects that you have been putting off. Throw open the

Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always the best option in each c...
04/27/2023

Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always the best option in each case! Here are some important factors to consider if you are filing taxes as a married couple.

Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always

For those entering retirement, there are many hobbies to consider that are both fulfilling and enjoyable. Check out some...
04/22/2023

For those entering retirement, there are many hobbies to consider that are both fulfilling and enjoyable. Check out some options in today's blog!

Retirement is a time to relax, reflect, and pursue personal interests that were set aside during one’s working years. Engaging in hobbies is a great way to stay active, learn new skills, and meet new people. For

Address

1 Horizon Court, Suite A
Rockwall, TX
75032

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+12147713363

Website

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