Kevin Roberts, CPA CFP(R), Author at Lifetime Wealth Design

September 19, 2022 By Kevin Roberts, CPA CFP(R)

What’s Your Risk Tolerance?

1-Minute Video: https://www.youtube.com/watch?v=Xezjpj8Pu2E&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=20 Risk tolerance …

September 9, 2022 By Kevin Roberts, CPA CFP(R)

How to Avoid an IRA Rollover Mistake

https://www.youtube.com/watch?v=PnvJRpkZqpg&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=19 If you’re changing jobs or …

August 19, 2022 By Kevin Roberts, CPA CFP(R)

Are You Financially Prepared for an Emergency?

https://www.youtube.com/watch?v=Xh0HlzUPH_E&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=26&ab_channel=LifetimeWealthDesign …

Disclosure
Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Kevin Roberts, CPA CFP(R)

Kevin Roberts, CPA CFP(R)

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