March 2015 Edition
Stay Connected
3610 Lexington Rd. Louisville, KY � 502.498.4514

Enjoy these dreamy closet ideas for both large and small areas

Our latest storm #Thor has us thinking that our closets may need a little attention!
What's New?

Wednesday, April 15th is around the corner.
Here are a few tips that may save you money.

7 Deductions for home owners - Don't Overlook These

Deductions for rental property & vacation homes- Link to Article
Link to IRS publication. 
  • Mortgage Interest

  • PMI premiums

  • Prepaid Interest

  • Energy Efficient Upgrades (rebates and tax benefits)

  • Home Buyer Tax credit- keep track!

  • Vacation homes and rental property Link to checklist

9 Sins the IRS finds hard to forgive -  Link to full article

How long to keep your paperwork to support your tax filing?
The IRS has three years to audit but how long to hold? more details here

Taxes and Divorce
We don't wish this for any of our clients but the reality is that divorce happens. If you find yourself in this situation please don't forget to consider your home and investment properties. Up front planning will prevent surprises after the divorce is final. Feel free to contact us for a confidential conversation. Things to consider here

Please defer to your CPA for final advice.

If you need a referral for a CPA, call us!
We know smart professionals who handle individual as well as small/large business accounting, payroll and filings.
The Latest Happenings in Our Community

Premium Compost Sale
March 21 & April 25
8:00AM- 12 NOON
2673 Outer Loop

Prebagged $2.50 each
Bobcat scoop $30.
Proceeds go to community education & beautification efforts

The MakerPlace Series
March 12- June 21 
Girl Scouts of Kentuckiana Council
2115 Lexington Rd.

Allows kids & families to bring ideas to life. Boys & girls from 3 yrs. +. KY Science Center sponsors

The Earls of Leicester
March 12 @ 7:30
Clifton Center

Big talent recreates old favorites from Flatt & Scruggs. Not to be missed!

More info & tickets
Current Listings
Homes We Are Marketing for Our Clients



3915 Benje Way

4 Bedrooms
2.5 Bathrooms
2856 Sq. Ft. Traditional
Hardwood Floors  
Partially Finished Basement
In-ground Pool

Learn More


422 Country Ln.
4 Bedrooms
2.5 Bathrooms
2860 Sq. Ft. Cape Cod
First Floor Master Suite
Updated Kitchen
Hardwood Floors
Florida Room

130 E Oak St. #5

1 Bedroom
1 Bathroom
760 Sq. Ft. Condo
Freshly Painted
Tall Ceilings
Close to UofL

Learn More





1502 Huntoon Ave.

3 Bedrooms
1 Bathroom
1458 Sq. Ft. Cape Cod
Remodeled Kitchen
Newer Windows & Flooring
Updated Electrical
Private Backyard


Pending Listings:

6005 Fox Hill Rd.
3605 Hycliffe Ave.
8406 Biggin Hill Ln.
8315 Nottingham Pkwy.
1010 Mayer Ave.
Facts & Statistics
Information on the Current Market


Current Rates as of March 4, 2015


Conventional 30 YR. 3.875% 

Conventional 15 YR. 3.125%

FHA 30 YR.   3.375%



Market Trend
Low inventory/Seller's Market
40206 & 40207
Call is for information in your ZIP code!

Data From Greater Louisville Association of Realtors


We were talking in the office about our connections in the community. Louisville Forward came up during the conversation which started us thinking:

Derby is around the corner and many, many people will be visiting and enjoying our city. There is a high probability that you will be hosting friends during the two week extravaganza. We want to provide you with information about what our city is doing to improve quality of life, increase sustainability efforts, and to create a tax environment to attract new businesses (large and small) as well as new residents and workers.

See the website above for in depth information on the many areas of concentration.

Click here for a brochure that you can email to your friends before their arrival so they can get a feel for how Louisville is evolving.

Um, please don't mention the snow! 


Randomness & Fun

This one is for you guys - random AND fun. They have three tiers $1, $6 & $9. The blades are shipped to you each month so you never have a dull blade. No excuses for not shaving.
TIP: There is a super funny video in the link above that explains the whole deal.


 There are some cool new apps, links and programs that make it easier than ever to live and play in our city---check them out below:
NEURIO This is a great device. Install in your breaker panel (no costly install- video demonstration provided) and it will wifi to an app on your phone. It tracks which appliances are running, how much energy they are using and then pie charts the whole thing. The running read out looks like an EKG- so neat to see the rise and fall as the appliances turn on and off. They are working on new upgrades so that you can turn your appliances off and on by remote. It will also learn your behaviors and turn on gadgets for you! It will read solar as well. Soon to work with NEST and others. About $250.00

 NEST Have you been wishing that you could turn your furnace up before you get out of bed? Come on, it has been -10 recently and it had to cross your mind. This is the answer. The Nest programmable thermostat wifis to the phone app and will let you control it from the house, from Starbucks or from the Bahamas- adjust the climate control from anywhere with wifi. No more coming home to a freezing house after a trip. Forgot to adjust before leaving for the day? No worries! Get to wifi and take control. Even if you have an adjustable thermostat, this one is worth an upgrade. $249.00