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 firstname.lastname@example.org for a complimentary consultation.
Financial planning is offered through LPL Financial.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Don’t overlook the need for renter’s insurance if you rent your home.
The true cost of raising a child may be far more than you expect.
Five creative (and inexpensive) ideas for motivating your employees.
It's important to understand how inflation is reported and how it can affect investments.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There are hundreds of ETFs available. Should you invest in them?
Recent changes in estate tax laws could affect the strategy you have in place.
Making the most of surprises is a great reason to work with us.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Have you explored all your options when it comes to managing your taxable income?