💪The Power of 529 Plans
Discover the benefits of 529 plans for education savings and learn how they can be strategically rolled over into Roth IRAs for financial flexibility. ...more
Taxes ,retirement
November 30, 2023•2 min read
15 Things Retirees Wished They Knew About Taxes and Retirement
Discover 15 crucial insights about retirement and taxes that many retirees wish they knew earlier, tailored for a smoother and more informed retirement journey. ...more
Taxes ,retirement
November 28, 2023•2 min read
Understanding Inflation and Its Impact
Explore how inflation impacts retirement planning in our latest post. Learn what drives current inflation trends and strategies to safeguard your savings. ...more
retirement
November 14, 2023•2 min read
A Few Reasons you need a Financial Planner
Discover if you need a financial planner to manage income, investments, taxes, healthcare, and legacy planning. ...more
Sales ,Taxes &retirement
November 07, 2023•2 min read
Inflation and Your Retirement
Explore the intersection of inflation, retirement, and your purchasing power. Understand how inflation is calculated and its impact on your cash flow, medical costs, and social security, alongside str... ...more
Taxes ,retirement &Healthcare
November 06, 2023•2 min read
How to make your Retirement Savings Count
Unlock the secret to turning a $1 million savings into $85,000 yearly retirement income. Dive deep into smart tax strategies, sustainable withdrawals, and optimizing investments. Ensure a comfortable ... ...more
Taxes ,retirement
October 31, 2023•3 min read
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Lewis Wealth Management Group
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Champaign IL 61821
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