Lewis Financial, LLC

(502) 839-9286

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Welcome to Our Financial Resource Center

Lewis Financial, LLC focuses on providing financial knowledge and products to individuals and small businesses to assist them in working toward their financial goals. We have been providing financial guidance since 1980 and have been serving Lawrenceburg, KY and surrounding communities/counties since 1991. We work on a fee for service basis or fees from assets under management through LPL Financial.

It's our pleasure to offer our web visitors and clients access to an abundance of financial planning information and tools. Please explore some of the links in our sidebar.

Our desire is to become your financial resource as well as your advisor. We are proud of the confidence our current clients place in us and hope you will consider joining them as one of our clients. Please call us at 502-839-9286 or 800-222-9286 or email us at donald.lewis@lpl.com for a complimentary consultation.

Financial planning is offered through LPL Financial.

 

Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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