Louisville Families Should Not Neglect Estate Planning

Louisville Families Should Not Neglect Estate Planning

How is your summer rolling along for you? I’d love it if you sent us an update on what you have been doing … even if it’s just a personal update. (You can send us an email through the link at the top of the page.) We take great joy in knowing that...
Achieve Financial Independence in Louisville by Outsourcing

Achieve Financial Independence in Louisville by Outsourcing

If you pay close attention to the news media (which I don’t advise, but in our digital world, it can be unavoidable), you might be feeling a weight, almost as if there is a sense of impending doom. I saw a recent survey that indicated that almost one third of...
Kevin Roberts’ Four Tips On How To Think About Money

Kevin Roberts’ Four Tips On How To Think About Money

It’s been a great pleasure to reconnect with some Louisville clients this past week, as we have had the opportunity to conspire together about building their financial fortress, with the “new” tax law in mind. There are still plenty of provisions...