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.

Fake News & Four Online Privacy Tips By Kevin Roberts

There's a lot of talk these days about fake news -- which is interesting, because most of us have realized for quite some time that much of the news is glorified "PR" in the first place. But before I get there, here is some information that is NOT fake... A bunch of...

Financial Wisdom from Kevin Roberts’ Dad

The events of the past week or so have made some things clear, I think. There really are two different kinds of worlds ... well, perhaps more accurately, in this Internet Age, there are many little worlds that we can inhabit. And your state of mind really does get...

9 (More) Reasons You Should Own Your Louisville Business’ Building

Working remotely is more prevalent in Louisville's work culture than ever before.The rise of coworking spaces like WeWork and PlexPod offer alternative, fun and modern ways to work alongside, and potentially collaborate with, other individuals in their own respective...

Kevin Roberts’ Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It's hard to say.But one thing is clear: basing your peace of mind on market signals is no way to live.That said, I'd love to see my Louisville clients be wise...

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...

Louisville Tax Preparation Firm Explains What To Do After Your Return Is Filed

The dust is truly beginning to settle around here at Louisville Tax Planning and Preparation Central after our very busy TY2013 tax season (ok, maybe that's just pollen). Regardless, here at Team Kevin Roberts we're beginning the process of serving you during the "off...

Why Soft Skills Are The Future For The Louisville Workforce

We work with many Louisville business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a...

Kevin Roberts Discusses When Our Tax Policy Affects Families

For us here at Roberts CPA ... well, things are heating up. Tax documents are trickling out (organizations have until Monday, Feb. 2 to send everything your way), electronic filing of returns became possible last week (we've already filed more than a few!) ... and our...

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...

Spending Money From Tax Refunds Wisely By Kevin Roberts

Just about one month left before the tax deadline. As the parents say, the days are long, but the months are fast.And as we tax pros say, the days are long, and the days are long.But that's simply because we've been getting to do some meaty, fun tax preparation work...

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!