Blog

A Family Budget Plan By Kevin Roberts

Last week I wrote to you about a few financial conversations worth having within a marriage, or any close partnership. As we turn the page into the end of summer, there are a swath of newlyweds out there, and this (and the previous note) might be something useful to...

Kevin Roberts’ Five Key Long-Term Financial Goals

It's helpful to have long-term financial goals at which to aim. But the problem is that there is just SO MUCH financial advice to be had on ye olde World Wide Web that cutting through the noise and finding simple targets is difficult. So, that's what I'm here to...

New (and Old) Tax Scams Taxpayers In Louisville Need To Know About

You'd think that this would be about golf, since here we are smack in the middle of summer. But I'm here with a word of caution about other kinds of traps, not of the sandy variety. Last week, we spoke about executors, and I'll return to that subject soon. But today,...

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 our work is being...

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

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 within these new tax...