Roberts’ Rules of Thumb for Life Insurance

Roberts’ Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow…Weather is a close second to “life” in terms of unpredictability.So I think that means two things:You should always carry an umbrella.Your life insurance policy...
Optimizing Productive Time for You and Your Louisville Team

Optimizing Productive Time for You and Your Louisville Team

How many times have you started work early — and the next thing you knew it was 4PM … and your instant reaction was: I haven’t made any progress today on my most important stuff ?If you’re like the rest of us: quite a few times — and...
Four Non-Bank Options for Small Business Financing

Four Non-Bank Options for Small Business Financing

When many people start a business, they do so using their own resources and funds. And there can be great wisdom to this … retaining control, a more lucrative exit, etc.But it also puts your own personal resources on the line, and there are greater risks, as...
Total Cost of College for Louisville Folks

Total Cost of College for Louisville Folks

Yes, there is chaos in the political world. Since it’s not related to our vocation around here, I’ll withhold comment, and let’s move on to a happier conversation.Paying for college.(Yes, that was sarcasm.)So much ink (and an abundance of pixels) has...
The Advantage a C Corporation Holds for Louisville Businesses

The Advantage a C Corporation Holds for Louisville Businesses

Now that 2018 extended returns for businesses are truly put to bed now, we can turn our gimlet eye on 2019.And one thing that might be worth discussing is your operating entity.A quick rundown on business structures is never bad, ESPECIALLY when tax laws change and...
Thinking Through Real Estate Investments In Louisville

Thinking Through Real Estate Investments In Louisville

When it comes to your money, you’re either spending, saving, giving or investing. I know that many of my Louisville clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a great deal...