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Financial Management

Checklist to Cut Your 2013 Taxes

By Andrew D. Schwartz, CPA; Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

Financial Management, Practice Management

December 2013, Vol 3, No 8

5 Common Estate-Planning Pitfalls and How to Avoid Them

By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF; Naim Bulbulia, Esq

Financial Management, Practice Management

August 2013, Vol 3, No 5

Don’t Leave Home without Your Umbrella

By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

Financial Management, Practice Management

June 2013, Vol 3, No 4

Joint Tenants with Right of Survivorship: Planning Pitfalls to Consider

By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

Financial Management, Practice Management

April 2013, Vol 3, No 3

Think You Earn Too Much Money to Contribute to a Roth IRA? Guess Again

By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

Financial Management, Practice Management

March 2013, Vol 3, No 2

Term Life Insurance: What You Need to Know Before You Buy

By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

Financial Management, Practice Management

November 2012, Vol 2, No 6

Ten Rules for Asset Protection Planning

By Jay D. Adkisson, JD; Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

Financial Management, Practice Management

September 2012, Vol 2, No 5

Retirement Plans and Your Medical Practice

By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF; Peter M. Coleman, ASA, EA, FCA, MAAA, MBA

Financial Management, Practice Management

July 2012, Vol 2, No 4

Business Disability Insurance and Your Medical Practice, Part 2

By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

Financial Management, Practice Management

May 2012, Vol 2, No 3

Business Disability Insurance and Your Medical Practice

By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

Financial Management, Practice Management

March 2012, Vol 2, No 2

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