Blog

Kevin Roberts’ 2018 Tax Preparation Checklist

Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial lives...

4 Goals To Jumpstart Your Financial Freedom In Louisville In 2018

It feels VERY good to turn the page on 2017, doesn't it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I've already written about in some detail, we have a brand new...

2018 Tax Reform Update And A Holiday Prayer from Kevin

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should...

Get Lower Taxes: 4 Last-Minute Tax Moves For Louisville Taxpayers

The first round of holiday festivities are behind us, and the nation turns its eyes to Washington DC to see if this December will be festive or glum. Well ... perhaps that's an exaggeration. Most of us don't take our cues from DC! Either way, this season marking the...

5 Tips on How to Become Wealthy in Louisville

As we continue to keep our eyes on what's happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of "tax reform" around here: Tax planning with our smartest Louisville clients. Because something that is a commonality among...

Four Simple Steps To Increase Productivity In Louisville

First of all, our hearts are with Sutherland Springs, TX. What a senseless, terrible tragedy for that community, and our nation. Words fail. +++ But as difficult as it is to "move on" from the remembrance of such things, our nation continues along with the arguments...

Roberts’ 5 Retirement Money Mistakes You Can Avoid Ahead of Time

We're turning the corner into November this week, which means that 2017 is close to being over. And based on what I've heard from more than a few of my Louisville clients, turning the corner into 2018 is going to be a welcome event. It's been a rough year for the...