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.

Do You Procrastinate?

Through humor, you can soften some of the worst blows that life delivers. And once you find laughter, no matter how painful your situation might be, you can survive it. - Bill Cosby Donkey Punch psp Well, I was meaning to write a blog post this morning, but something...

Could this be why you’re living month-to-month?

"Our life is frittered away by detail. Simplify, simplify." - Henry David Thoreau This week, I thought I'd reach for something, put on my "coach" hat, and do what I can to inspire you into greater financial prosperity. Simple Reasons For Being Broke As I mentioned,...

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Louisville

There comes a point when you hear news such as we all saw unfold over the weekend in London (and earlier in the week in Manchester, UK), and it's tempting to just go numb. It feels like survival, during these crazy times. But I'm fighting to care, and not just tune...

Considering Filing A Tax Extension In Louisville? Read This First.

Last week, I wrote all about those deadlines. I know for a fact that the very word can strike pain and anxiety into the hearts of certain of my clients (who shall remain nameless). So, this week ... well, I'm going to give you the chance to exhale a little. It'll be...

Why You Should Consider Giving Away Your Tax Refund by Kevin Roberts

This past Sunday, the NCAA revealed the brackets for March Madness. The country will be inflicted with a particular form of hysteria these next few weeks, but unfortunately, this little national hoops holiday isn't one which my staff and I get much chance to...

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...

Kevin Roberts On How To Handle A Lost W2

The leftover guacamole is turning brown, Peyton Manning may or may not have ridden his last rodeo, and PuppyMonkeyBaby has surely established some kind of new standard for Super Bowl Commercial Weirdness. The NFL season is officially in the books. In my opinion, the...

It’s a new world

"If you don't know where you are going, how can you expect to get there?" - Basil S. Walsh I'm writing this on Columbus Day...which is really an interesting holiday, right? Chances are, if it weren't for the fact that government offices shut down for it (most notably,...

President Obama overpayed

The key to successful leadership is influence, not authority. - Kenneth Blanchard I suppose that intense public scrutiny from hundreds of million people is what you sign up for when you run for President. Do you think YOUR life could withstand that kind of minute...

Kevin Roberts’s Reasons To Give Money Away, With or Without a Tax Deduction

Right now, a little knowledge is trickling into the wider tax professional community, but it's something we've known around here at Team Roberts for quite some time: Properly planning and managing a Louisville tax preparation client's reported Adjusted Gross Income...

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!