For Individuals
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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?
Elder Care Financial Care
Finally… Worry Free Financial Management for Your Aging Parent or Family Member.
Estate Planning Done Right
Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.
RECENT POSTS
One Significant Habit of the Wealthy in Lagrange and Oldham County — Generous Charitable Giving
Now that we have a divided Congress again, we can all sit back and enjoy the gridlock that is headed our way. Or something. I don’t blame you if you tune out from politics — and I also don’t blame you if you find yourself jumping more intentionally into the fray....
What Do I Need to File My Taxes? Here’s Lagrange CPA’s Checklist.
Oh, you thought that calendar on your phone was accurate, did you? You thought 2018 was DONE WITH. OVER. (Hurrah)? Whoops. The fact is that over the following weeks and months, you will be reliving all of your financial decisions from 2018 while we put together...
Strategizing Your Lagrange Business’ Cash Flow Plan for 2019
2018 is FINALLY over, and we have a brand new year ahead of us … and it feels pretty great. The year ahead is full of possibilities for your Lagrange, Oldham County, Kentucky business, and we are so privileged to walk alongside you in the financial aspects of these...
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!