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Helping Clients Achieve Financial Success

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“I have always been pleased with my engagement team at Lewis & Knopf. I can pick up the phone and talk with someone directly at any time.” —Abbott’s Meats

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Financial Sense Blog

Tips to Help You Lead with Confidence

Confidence is crucial when it comes to being a leader. However, self-assurance doesn’t come naturally for many. It takes time to accept and fine tune your skills, strengths and abilities. Don’t let self-doubt prevent you from taking the steps necessary to improve your competence and capabilities.
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Why 2013 may be the year to make that car or boat purchase you’ve been thinking about

For the last several years, taxpayers have been allowed to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes. The American Taxpayer Relief Act of 2012 has extended this break — but only through 2013.
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Consider These Tips When Paying for Child’s Education

There are tons of things you can do to help pay for your college education. However, many of the options result in a large debt pileup. Instead of taking out all the loans you can get your hands on, consider these money saving tips.
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Alternative-asset IRAs: Handle with care

Most IRA owners invest their funds in traditional assets, such as stocks, bonds and mutual funds. But some intrepid investors have enjoyed impressive, tax-deferred returns — or even tax-free returns in the case of a Roth IRA — by using their IRAs to hold rental real estate, business interests or other alternative assets.
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Our Angle on Service

At Lewis & Knopf, we feel there are three elements of service that are essential to our clients’ SUCCESS and SATISFACTION—quality, timeliness and affordability. Most large firms can only deliver on two sides of the service triangle—we take pride in the fact that we can fulfill all three.
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