For Individuals

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

My analysis of your next year

"You will get all you want in life if you help enough other people get what they want." - Zig Ziglar Our political landscape is very different this week. And it *does* have implications for your wallet (I believe). I mentioned last week that I'd keep my powder dry, so...

Consider Purchasing These Items

"The marvelous richness of human experience would lose something of rewarding joy if there were no limitations to overcome. The hilltop hour would not be half so wonderful if there were no dark valleys to traverse." <em>- Helen Keller</em> There are some...

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...

Kindergartners With A Credit Card?

"Good, better, best. Never rest until good be better and better best." - Mother Goose Google tells me that Mother Goose didn't *actually* exist -- but she sure was smart, eh? We're heading into spring ... and just a couple weeks remain here in "tax...

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...

Just making sure…

"Obstacles don't have to stop you. If you run into a wall, don't turn around and give up. Figure out how to climb it, go through it, or work around it." - Michael Jordan Well, we're nearing the home stretch in tax season. Since the deadline for individuals (April...

Lemonade Stands And A New Selling Strategy For Louisville Businesses

We're turning the corner into the holidays, and it's a massive selling opportunity for your Louisville business ... if you use it.But I'm not referring merely to holiday promotions. Those are almost to be expected at this point.What I have for you today is a story...

Kevin Roberts’s 9 Reasons to Create an Estate Plan RIGHT NOW

From tragedy, to tragedy -- this one closer to Louisville than the Philippines (by which I don't intend to deprecate the horror of the typhoon's aftermath -- please do donate, as I suggested last week) -- we now have had some terrible tornadoes through our Midwest...

Kevin Roberts’ Keys For Empowering Your Employees For Advancement

You can either train your Louisville employees and risk that they leave ... or choose not to train them and risk that they stay.Think about that for a moment.Are you empowering your employees for growth? Does your leadership team (which might be just you) brainstorm...

Kevin Roberts Reveals 5 Ways We Avoid Keeping Better Money Habits

We spend a disproportionate amount of our time around the Team Roberts offices dealing with government forms and websites. (Seriously though -- can you or I get a gig as a web designer for the government? Those contracts run in the 7 figures ... and the designs still...

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!