Maximizing Charitable Impact and Tax Benefits through IRA Distributions

Maximizing Charitable Impact and Tax Benefits through IRA Distributions

Explore how retirees can donate IRA distributions to charity tax-free, satisfy RMDs, and still claim the standard deduction. ...more

Taxes

March 15, 20244 min read

Your Blueprint to Becoming a 401(k) Millionaire

Your Blueprint to Becoming a 401(k) Millionaire

Discover the secrets to transforming your 401(k) into a million-dollar nest egg! This guide covers essential strategies like maximizing company matches, understanding the magic of compounding, and opt... ...more

retirement ,Investing

February 29, 20243 min read

Don't Just Set It and Forget It

Don't Just Set It and Forget It

Discover the critical reasons why checking in on your 401(k) regularly is essential for maximizing your retirement savings. Learn tips, common pitfalls, and how to ensure your retirement fund is worki... ...more

Investing

February 23, 20244 min read

When to invest for growth and when to be conservative in the Average Joe's 401k

When to invest for growth and when to be conservative in the Average Joe's 401k

Discover the ins and outs of managing your 401k from a young age to approaching retirement. Learn when to invest for growth and when to shift gears towards conservative strategies for the Average Joe. ...more

Investing

February 15, 20243 min read

The Average Joe's Guide to Mastering Your 401k

The Average Joe's Guide to Mastering Your 401k

Dive into our comprehensive guide, "The Average Joe's Guide to a 401k," where we demystify the complexities of 401k plans. Learn how to maximize your retirement savings with practical, easy-to-underst... ...more

retirement ,Investing

February 08, 20243 min read

Winning Your Financial Super Bowl: Long-Term Investing with Smart Halftime Adjustments

Winning Your Financial Super Bowl: Long-Term Investing with Smart Halftime Adjustments

"Master long-term investing with 'Winning Your Financial Super Bowl.' Learn key strategies, portfolio rebalancing, and secure your financial future. Call now for a tailored game plan! ...more

retirement ,Investing

January 31, 20243 min read

©2023 Lewis Wealth Management Group. All rights reserved.

Lewis Wealth Management Group

217-337-5584

nate@paullewis.com

2506 Galen Drive Ste 104

Champaign IL 61821

Check the background of your financial professional on FINRA's BrokerCheck.