Financial Management

Common Deductions Taken by Aggressive Taxpayers

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

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 Article ›

Seven Steps to Finding the Right Financial Advisor

By W. Ben, Utley, CFP; Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

Financial Management, Practice Management, Practice Management

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Why You Need Disability Insurance: A Doctor’s Story

By Stuart E. Lowenkron, MD

Financial Management, Practice Management

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Disability Insurance: Deciphering the COLA Rider

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

Financial Management, Practice Management

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How to Choose a 529 College Savings Plan

By W. Ben, Utley, CFP; Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

Financial Management, Practice Management

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Ten Tips to Cut Your 2014 Taxes

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

Financial Management, Practice Management

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Investing: Where to Put Your Money Now

By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF; W. Ben, Utley, CFP

Financial Management, Practice Management

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New IRA Rollover Rules Issued by the IRS

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

Financial Management, Practice Management

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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

Financial Management, Practice Management

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Eight Resolutions to Improve Your Finances in the New Year

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

Financial Management, Practice Management

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