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Blog

Steven Lewis | Nov 29, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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Steven Lewis | Oct 29, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Steven Lewis | Sep 29, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Steven Lewis | Aug 29, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Steven Lewis | Jul 29, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Steven Lewis | Jun 29, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Steven Lewis | May 29, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Steven Lewis | Apr 29, 2021

Passive Income Investments: How to Make Your Money Work for You

Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Steven Lewis | Mar 29, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Steven Lewis | Mar 29, 2021

Common Investor Biases and How They Can Impact Your Finances

No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Steven Lewis | Mar 29, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Steven Lewis | Mar 29, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Locations

Holly Springs Office

348 Raleigh Street, Suite B
Holly Springs, NC 27540
United States

 

Raleigh Office

4509 Creedmoor Road, Suite 201
Raleigh, NC 27612
United States

Contact Info

Phone: 984.225.4044
E-mail: slewis@lacapitaladvisors.com

   

Get in Touch

Investment advisory services are offered through Lewis and Associates Capital Advisors, LLC, a Registered Investment Advisor.  

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services.  Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

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