Lewis Financial, LLC

(502) 839-9286

The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup
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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.

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Earnings for All Seasons

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Rebalancing Your Portfolio

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Important Birthdays Over 50

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Global vs. International: What’s The Difference?

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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Does Your Credit Score Affect Your Insurance Rates?

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Home Mortgage Deduction

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Tax Freedom Day

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This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Strategies

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

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Richest Man in Babylon

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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