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.

Thanksgiving recovery begins now

"I was thinking one day and I realized that if I just had somebody behind me all the way to motivate me I could make a big difference. Nobody came along like that so I just became that person for myself." - Unknown Apparently, I ruffled some feathers last week with my...

Kevin Roberts’ 11 Smart Ways To Reduce Your 2015 Tax Bill

Last week, we tied a bow around all of our client tax returns for 2015, i.e. for "tax year 2014", as the extension deadline came and went. It feels good to turn the page and move into our intensive preparation season for tax season 2016. (And now I'm searching for a...

Roberts’ Key Reminders & Tax Savings During Troubling Times

It seems like every end-of-summer brings a similar refrain, just with different details. These past few weeks, we have been "blessed" with: Iran and nuclear weapons. Greece, the deteriorating European Union, and signs of serious shakiness in Chinese markets. (Indeed,...

Kevin Roberts Explores Five Markers of Financial Health at Mid-Life

If your tax returns have been filed (as most of our clients' have), I do hope you've taken the ripe chance afforded to you to scrutinize your year, and your financial health. And, even if you're on extension, it's good to pause here before summer and consider where...

Kevin Roberts’ Five Principles For Spending That Actually Produces Satisfaction

We're all still basking in the World Champion US Women's Soccer Team over here in the Roberts CPA Group offices. Pretty amazing to see so much excellence, and on behalf of our country. Here's to hoping for continued unification within our culture in the...

Putting Your Money Where Your Heart Is

"Where your treasure is, there your heart will be also." - Luke 12:34 I'm in a bit of a contemplative mood as I write, this morning. After a restful weekend with friends and family ... being out and about, listening to the radio and watching some TV, I'm...

A salve for all this chaos

Israel and Palestine. The Ukraine and Russia. The mess at the border (and in Congress). Ebola. And in the middle of it all, we're all facing our own private fears, struggles and frustrations. So ... may I remind you of a few things? Roberts's Key Reminder #1: What you...

What To Do When The Taxes Are Done, Per Your Favorite Louisville Tax Office

What a terrible week we suffered through as a nation last week. I'm still trying to process all of it, honestly, here in my Louisville tax office. Life does continue, however, and as such we're starting to catch our breath around here, after a busier-than-normal tax...

Estate Planning For Dummies: Two Estate Planning Myths Debunked For Louisville Families

I'm not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly...

Shoring up your credit

Success is the sum of small efforts, repeated day in and day out. -Robert Collier New rules went into effect this week, simple as a pen stroke. Most probably were not even aware. What it means simply is that there will be additional government oversight to oversee...

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!