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

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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

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Don’t Leave Home without Your Umbrella

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

Financial Management, Practice Management

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Joint Tenants with Right of Survivorship: Planning Pitfalls to Consider

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

Financial Management, Practice Management

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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

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

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

Financial Management, Practice Management

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Ten Rules for Asset Protection Planning

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

Financial Management, Practice Management

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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

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Business Disability Insurance and Your Medical Practice, Part 2

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

Financial Management, Practice Management

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Business Disability Insurance and Your Medical Practice

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

Financial Management, Practice Management

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