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Now Is The Time For An Estate Plan For Louisville Taxpayers

Now Is The Time For An Estate Plan For Louisville Taxpayers

Right now, it's almost impossible to escape the conflict, the noise, and the shaming over various cultural decisions we're having to make. Lockdowns, schooling, more economic stimulus, elections, vaccines -- it's all enough to drive you crazy if you pay close...

Kevin Roberts’ Guiding Principles For Teaching Kids About Money

Kevin Roberts’ Guiding Principles For Teaching Kids About Money

However you slice it, the schooling situation right now is tough, with no good options.If you are vehemently in favor of full-on school ... well, compassion would dictate that you would recognize that others are having more difficulty with that, for caution's sake or...

Kevin Roberts’ To-Do List If You Can’t Pay All Your Taxes

Some of our Louisville clients are STILL pulling their paperwork -- which is understandable during this donkey of a year, and with all of the new complications.But sadly, ye olde IRS isn't extending any payment grace in a couple weeks. (I say "sadly", but here at Team...

Why Procrastination Makes Sense in 2020 For Louisville Taxpayers

Why Procrastination Makes Sense in 2020 For Louisville Taxpayers

We've had impeachment votes, worldwide pandemics, quarantine-like lockdowns (for the healthy), public police brutality, widespread protests, intense riots, MURDER HORNETS, statues falling, social media anger and now we have a drunken and murderous monkey to top off...

Financial Mindset Management for Our Louisville Tax Clients

Financial Mindset Management for Our Louisville Tax Clients

Based on the history of events over the course of the last few decades (both here in Louisville and beyond), you might have thought that world events would have slowed down in the last week -- that there could begin to be some sense of normality.But no. This isn't a...