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.

Planning to enjoy the fruit of your labors

"Respect your efforts, respect yourself. Self-respect leads to self-discipline. When you have both firmly under your belt, that's real power." - Clint Eastwood How was your long weekend? Hey--whatever your opinion about labor unions, I think we all appreciate an extra...

How to stay poor

"Carpe diem! Rejoice while you are alive; enjoy the day; live life to the fullest; make the most of what you have. It is later than you think." - Horace Can you feel the holiday "crunch" beginning? In our house, the calendar is beginning to fill up with parties,...

Kevin Roberts’ Annual Holiday Prayer

Congress has been busy.They're home for the holidays, but before they left, they passed a flurry of bills that you might be interested in.Oh, and yes ... the House impeached the President. There is also that. I make no comment about that, but I DID want you to see...

Estate Planning “Lessons” from Tony Soprano and From Your Friendly Louisville Tax Service

The world certainly doesn't seem to slow down -- both here in the Louisville area, and beyond -- does it? And now that the whole world doesn't get to distract itself with the Trayvon Martin / George Zimmerman murder trial, there will certainly be a new thing to...

Kevin Roberts On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep

This past week saw some pretty tough economic news. Retail sales numbers for 2015 were released and the results weren't pretty. (Some commentary here: http://bloom.bg/1RwiUv5) On top of that, the stock market has been taking a dive, and Wal-Mart announced the closing...

The coming tax ‘Armageddon’ for you

Twenty years from now you will be more disappointed by the things you didn't do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbour. Catch the trade winds in your sails. Explore. Dream. Discover. - Mark Twain Can you believe it's...

Who ‘dat preparing your taxes?

"Don't wish it were easier, wish you were better. Don't wish for fewer problems, wish for more skills. Don't wish for less challenges, wish for more wisdom." - Earl Shoaf Congratulations to the Saints--the Super Bowl was a lot of fun to watch (for a change!), and I...

Kevin Roberts’ Tips For Using Credit Cards And Avoiding Credit Card Debt

Do you remember that old Visa commercial? It had quite a run during sporting events about a decade ago ... everything in the restaurant/market is running smoothly -- chefs are shipping up meals, customers are moving in an orderly fashion, credit card payments are...

‘A Tough Situation Can Get Worse’ Says Louisville Accountant

Firstly, I'm here to offer you a friendly reminder: Sunday is Mother's Day. Do with this reminder what you will :). And speaking of moms, if you've ever spoken with friends who have had to place their parents into a care facility, you know how difficult the process...

Kevin Roberts’ Five Ideas For Establishing A Side Hustle

A couple things need to be said before I get into the meat of what I'm writing today. Firstly, our thoughts and prayers are with the residents of Louisiana and the Gulf Coast who withstood 7 trillion gallons of rain in just one week, and this disaster is shaping up to...

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!