For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Let’s all calm down…

.!.He who laughs, lasts. - Mary Poole There is a LOT of political clamor these days about health care and government spending, and it's about time I weighed in as YOUR personal financial guide. But here's my main point--we all need to calm down and stop talking (or...

Watch Out For These Online Pitfalls

"Worry a little bit every day and in a lifetime you will lose a couple of years. If something is wrong, fix it if you can.  You can train yourself not to worry. Worry never fixes anything." <em>- Mary Hemingway</em> An amusing story came out just...

Kevin Roberts on Tax Planning: Early Withdrawals

Well Louisville, our rite of spring is past. No, I'm not talking about Cinco De Mayo ... rather, the NFL Draft is over, and three precious days of watching paint dry come to an end. Ah, spring. Yes, I know serious football fans love this stuff (as do the television...

Kevin Roberts’ Common Financial Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check.But you're still not getting ahead.Well, sometimes, it's the unchallenged, mental...

Kevin Roberts On How to Win Through Giving

The fall is here, but before we're able to *really* enjoy it around here at Team Roberts, we are carefully working through our roster of 2014 tax returns that were put on extension. As I mentioned last week -- we are still able to set appointments for other matters...

How To Manage Money For Louisville Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

How to thrive now

It is hard to fail, but it is worse never to have tried to succeed. -Theodore Roosevelt It really is the "dog days" of summer these days--temperatures pretty sweltering all over the place! We have clients spread around the country, so we keep getting reports of...

Are DIY Taxes Truly Free For Louisville TaxPayers?

If you watched any football over the weekend, you probably saw this year's version of the popular tax software maker* touting "free taxes" or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the...

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...

Re: A salve for all this chaos

If you've been paying attention to the news the last few weeks, it seems that we've been reeling a bit as a nation, and on the world stage. However, it looks like the Ebola mess may be a little more contained than was initially feared (though still very terrible). The...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!