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

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? While it may be too late to save taxes on investments you made last year, it’s the perfect time to focus on saving money this year, so we want to share some tax tactics to keep your tax bill for 2016 in check. Read More ›

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. However, the one asset that is often overlooked when it comes to charitable contributions is life insurance. Read More ›

As a healthcare professional with substantial income-or income potential, you will most likely be contacted by a number of individuals offering various types of financial products and services throughout your career. Read More ›

Section 529 college savings plans are tax-advantaged college savings vehicles, and one of the most popular ways to save for college today. Read More ›

We see a number of changes you might make to improve your financial security, but one item is usually beyond your control: your 401(k) plan. Unless you are self-employed, there is practically nothing you can do if your 401(k) has limited investment options, low contribution limits, or tax consequences. Read More ›

Why is financial planning important? The term financial planning can be used to illustrate many things. It can be a comprehensive plan, focusing on several needs or goals simultaneously, or limited to specific areas such as establishing a budget, or saving for a home, a child’s education, or retirement. Read More ›