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 free consultation.

Financial planning is offered through LPL Financial.

 

Helpful Content

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

 

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Put It in a Letter

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

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

How Income Taxes Work

A quick look at how federal income taxes work.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

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

Protecting Those Who Matter Most

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

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Rightsizing for Retirement

What does your home really cost?

Ready for Retirement?

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

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

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