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Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF is the founder of Physician Financial Services, a New York–based firm specializing in income protection and wealth accumulation strategies for physicians.
Authored Items
Top 10 Reasons to Hire a Financial Planner (and 1 Reason Not to)
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
January 2017, Vol 7, No 1
Financial Management
,
Practice Management
It is no surprise that physicians are at a disadvantage when it comes to personal financial management. Although physicians receive the best medical training in the world, they are not provided with the knowledge necessary to deal with the business realities of practicing medicine or their financial well-being.
Read More ›
Do Target Date Funds Hit the Mark?
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
October 2016, Vol 6, No 10
Financial Management
,
Practice Management
Physicians seem to have a natural affinity for complexity. That’s a good thing for patients with difficult diagnoses, but it’s a prescription for disaster when it comes to investing. Owning a myriad of securities spread across a dozen or more financial accounts usually means more taxes, more transaction costs, less clarity, and more time spent on investing.
Read More ›
Understanding Succession Planning
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
;
Mathew J. Levy, Esq
August 2016, Vol 6, No 8
Financial Management
,
Practice Management
Read More ›
Choosing a Business Entity for Your Oncology Practice
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
;
Gary S. Sastow, Esq
May 2016, Vol 6, No 5
Financial Management
,
Practice Management
Healthcare providers in private practice often ask whether they should form a legal entity. You need to decide if you want to “incorporate,” and to determine which business entity is best for you based on your individual needs and goals.
Read More ›
Three Ways to Save Taxes While You Invest
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
March 2016, Vol 6, No 3
Financial Management
,
Practice Management
You pay more than your fair share of taxes, so when it comes to your investments, why would you pay more than you absolutely have to?
Read More ›
7 Steps to a More Financially Secure 2016
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
January 2016, Vol 6, No 1
Financial Management
,
Practice Management
It is a new year. That means you have another chance to start over again, to take a fresh look at your finances, and to get on track for the future. So, where should you begin?
Read More ›
Life Insurance as a Charitable Gift
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
December 2015, Vol 5, No 9
Financial Management
,
Financial Management
,
Practice Management
Philanthropic individuals can contribute a wide variety of assets to charity. In addition to the social good that comes with the contribution, there may also be a financial benefit to the donor through an income tax charitable deduction for the charitable gift.
Read More ›
Life Insurance Planning: What Type and How Much?
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
November 2015, Vol 5, No 8
Financial Management
,
Practice Management
A life insurance policy is a contract with an insurance company that will pay your beneficiary a sum of money in the event of your death. Because of its potential to rapidly appreciate in value, along with its tax-favored status (the proceeds your beneficiary receives are generally income tax–free), it can be used to solve even the most complex financial planning challenges.
Read More ›
Top 5 Principles for Investment Success
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
;
Konstantin Litovsky
October 2015, Vol 5, No 7
Financial Management
,
Practice Management
Investment management is all about deciding how best to put your money to work to achieve your financial goals. Understanding risk is a key part of the investment planning process.
Read More ›
Common Deductions Taken by Aggressive Taxpayers
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
;
Andrew D. Schwartz, CPA
June 2015, Vol 5, No 5
Financial Management
,
Practice Management
It is a fact of life. The current tax system rewards taxpayers who are aggressive with their deductions. To find out what people are deducting, we undertook an informal survey of many of our colleagues who are certified public accountants.
Read More ›
Seven Steps to Finding the Right Financial Advisor
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
May 2015, Vol 5, No 4
Financial Management
,
Practice Management
,
Practice Management
Read More ›
Disability Insurance: Deciphering the COLA Rider
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
March 2015, Vol 5, No 2
Financial Management
,
Practice Management
Read More ›
How to Choose a 529 College Savings Plan
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
February 2015, Vol 5, No 1
Financial Management
,
Practice Management
Read More ›
Ten Tips to Cut Your 2014 Taxes
By
Andrew D. Schwartz, CPA
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
December 2014, Vol 4, No 8
Financial Management
,
Practice Management
Read More ›
Investing: Where to Put Your Money Now
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
;
W. Ben, Utley, CFP
November 2014, Vol 4, No 7
Financial Management
,
Practice Management
Read More ›
New IRA Rollover Rules Issued by the IRS
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
August 2014, Vol 4, No 5
Financial Management
,
Practice Management
Read More ›
Your 401(k) Plan Stinks: 3 Ways to Make the Best of a Bad Situation
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
May 2014, Vol 4, No 3
Financial Management
,
Practice Management
Read More ›
Eight Resolutions to Improve Your Finances in the New Year
By
Andrew D. Schwartz, CPA
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
February 2014, Vol 4, No 1
Financial Management
,
Practice Management
Read More ›
Checklist to Cut Your 2013 Taxes
By
Andrew D. Schwartz, CPA
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
December 2013, Vol 3, No 8
Financial Management
,
Practice Management
Read More ›
5 Common Estate-Planning Pitfalls and How to Avoid Them
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
;
Naim Bulbulia, Esq
August 2013, Vol 3, No 5
Financial Management
,
Practice Management
Read More ›
Don’t Leave Home without Your Umbrella
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
June 2013, Vol 3, No 4
Financial Management
,
Practice Management
Read More ›
Joint Tenants with Right of Survivorship: Planning Pitfalls to Consider
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
April 2013, Vol 3, No 3
Financial Management
,
Practice Management
Read More ›
Think You Earn Too Much Money to Contribute to a Roth IRA? Guess Again
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
March 2013, Vol 3, No 2
Financial Management
,
Practice Management
Read More ›
Term Life Insurance: What You Need to Know Before You Buy
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
November 2012, Vol 2, No 6
Financial Management
,
Practice Management
Read More ›
Ten Rules for Asset Protection Planning
By
Jay D. Adkisson, JD
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
September 2012, Vol 2, No 5
Financial Management
,
Practice Management
Read More ›
Retirement Plans and Your Medical Practice
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
;
Peter M. Coleman, ASA, EA, FCA, MAAA, MBA
July 2012, Vol 2, No 4
Financial Management
,
Practice Management
Read More ›
Business Disability Insurance and Your Medical Practice, Part 2
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
May 2012, Vol 2, No 3
Financial Management
,
Practice Management
Read More ›
Business Disability Insurance and Your Medical Practice
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
March 2012, Vol 2, No 2
Financial Management
,
Practice Management
Read More ›
Disability Insurance Planning for the Cancer Care Team
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
December 2011, Vol 1, No 4
Practice Management
Read More ›
Disability Insurance Planning
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
October 2011, Vol 1, No 3
Practice Management
Read More ›
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Issues
Latest Issue
Issue Archive
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2022 Midyear Review: Non–Small-Cell Lung Cancer
2022 Oncology Biosimilar Guide to Patient Support Services
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Browse By Topic
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Reimbursement
Health Policy
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ICD Codes
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FDA Approvals, News & Updates
In the News
Guide to Patient Support Services
Index
Introduction
2023 Spotlight
Conference Correspondent
ASCO 2022 - Wrap Up
NSCLC IO 2022 - Midyear Review
SABCS 2021 Wrap-Up
Dual IO 2021 Year in Review
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Rapid Reactions
In the News
Quick Quiz
Multiple Myeloma Monthly Minutes
Melanoma Monthly Minutes
Press Releases
Women's Health Monthly Minutes
Lung Cancer Monthly Minutes
Gastrointestinal Cancer Monthly Minutes