Physician Financial Services

Disability Insurance & Financial Planning Articles for Physicians

Oncology Practice management - "Don't Leave Home Without Your Umbrella"

Emergency Medicine Residents' Association - "Disability Insurance: It's All In The Definition".

Emergency Medicine Residents' Association - "Optional Riders To Consider When Purchasing Disability Insurance".

EyeWorld Magazine - "What Every Ophthalmologist Needs To Know About Disability Insurance".

Dermatology Resident Roundup - "Disability Insurance: What You Need To Know Before You Buy".

Dermatology Resident Roundup - "Ordinary + Necessary = Deductible".

American Academy Of Otolaryngology - Head & Neck Surgery Bulletin - "What Every Otolaryngologist Needs To Know About Disability Insurance".

American Academy Of Otolaryngology - Head & Neck Surgery Bulletin - "Eight Tax-Saving Ideas For 2003: Plan This Year And Save Next April 15th".

American Academy Of Orthopaedic Surgeons Bulletin - "Sidestep Disability Insurance Mistakes".

American Academy Of Orthopaedic Surgeons Bulletin - "Loan Consolidation May Ease Burden".

American Urological Association's Practice Management Tips - "Disability Insurance: What A Urologist Should Know Before An Upgrade Or Purchase".

Medical Economics Magazine - "Call Your Financial Adviser -- ASAP".

Medical Economics Magazine - "Say Goodbye To Your Med School Debt".

MDTAXES Monthly Tax Newsletter - "The Return Of Own-Occupation Disability Insurance".

MDTAXES Monthly Tax Newletter - "Disability Insurance: What You Need To Know Before You Buy".

Med-Peds News - "Disability Insurance: "What You Need To Know Before You Buy".

Practical Accountant - "The Differences In Planning For Professionals".

Young Physicians' Magazine "Disability Insurance: Why You Should Buy It Now".

EyeWorld Magazine "Protect Your Practice From Disability".

Dermatology Resident Roundup -"It's Time To Give Your Term Insurance A Checkup".

Dermatology Resident Roundup - "Estate Planning Documents - What Every Physician Must Have".

Dermatology Times - "Sophisticated Planning Provides Protection and Profits".

MDTAXES Monthly Tax Newsletter - "How To Break The $10,000 Monthly Disability Insurance Barrier".

Plastic Surgery News -"Experts Offer 10 Tips To Help Protect Your Assets".

General Surgery News - "How To Break The $10,000 Monthly Disability Barrier".

Dermatology Resident Roundup -"Physician Employment Contracts: What You Need To Know".

General Surgery News - "Is "Own-Occupation" Disability Insurance Still an Option?".

Dermatology Resident Roundup -"Financial Advisors' Credentials: Making Sense Out of Alphabet Soup".

American Medical News - "Financial Services Firms Catering to Physicians".

American Association of Neurological Surgeons Bulletin "While You Are Able Consider All Options In Disability Insurance".

Young Physician Focus - "Five Ways To Avoid Being Sued for Malpractice"

General Surgery News - "Variable Universal Life Insurance: Buyer Beware"

Financial Advisor - "Strong Financial Medicine"

Directions In Residency - "Moonlighters May Face High Tax Bill on April 15h"

American Medical News - "West Virginia court OKs self-funded trust to cover liability"

Young Physician Focus - "Disability Insurance: The Devil Is In The Details"

Plastic Surgery Products - "Disability Insurance: What You Don't Know Can Hurt You"

Cover story in December's (2007) CPA Journal

The CPA Journal: Disability Insurance Planning article cover

The CPA Journal - "Disability Insurance Planning for Professionals"

Young Physician Focus - "Special Report: Asset Protection Planning for Dermatologists"

"Why You May Need Retirement Insurance" - ABC News video with Lawrence B. Keller, CFP®

Young Physician Focus - "Employer Sponsored Retirement Plans: Friend or Foe?"

Men's Health Magazine - "12 Financial Milestones of a Man's Life"

Plastic Surgery Practice - "Should You Buy or Lease Your Office Space?"

Medical Economics Magazine - Money Management Q & A with Lawrence B. Keller, CFP®

Plastic Surgery Practice - "Your Recession Recovery Plan"

Plastic Surgery Practice - "Practice Matters: Disability Insurance"

Physicians News Digest - "The Medical Occupation Definition of Disability: Don't Believe the Hype"

Young Physician Focus- "IRS to Honor Medical Resident FICA Refund Claims"

AAOS Today- "Disability Insurance for Orthopaedists"

Plastic Surgery Practice - "Roth IRA Conversions: New Rules, New Opportunities"

Aesthetic Society News - "Financial Planning: From Residency to Retirement"

Plastic Surgery Practice - "Are You At Risk for an IRS Audit?"

Medical Economics Magazine - "Financial Lessons from the Trenches"

Plastic Surgery News- "Protecting Your Standard of Living if Your Ability to Practice is Lost"

Oncology Practice Management - "Disability Insurance Planning: Protecting Your Ability to Earn an Income"

Young Physician Focus - "10 Ways to Save Money on Your 2011 Taxes"

Oncology Practice Management - "Disability Insurance Planning for the Cancer Care Team: Selecting the Best Riders for Your Policy"

Directions In Residency - "Promises, Shmomises! Can I See It In Writing?"

Oncology Practice Management - "Business Disability Insurance and Your Medical Practice"

Oncology Practice Management - "Business Disability Insurance and Your Medical Practice Part 2"

Directions In Residency - "How Would You Diagnose Your Financial Picture? 5 Questions Residents Should Ask Themselves"

Oncology Practice Management - "Retirement Plans and Your Medical Practice"

Oncology Practice Management - "Ten Rules for Asset Protection Planning"

Young Physician Focus - "7 Retirement Planning Strategies for Dermatologists"

Medical Economics Magazine - "Action Now Can Minimize Your Tax Burden in 2013"

Oncology Practice management - "Term Life Insurance: What You Need to Know Before You Buy"

Oncology Practice management - "Hospital Employment of Oncologists"

Oncology Practice management - "Think You Earn Too Much Money to Contribute to a Roth IRA? Guess Again"

Oncology Practice management - "Don't Leave Home Without Your Umbrella"

Oncology Practice management - "5 Common Estate Planning Pitfalls and How to Avoid Them"

Oncology Practice management - "Checklist to Cut Your 2013 Taxes"

Young Physician Focus - "Is A Physician Loan the Right Prescription for You?"

Oncology Practice management - "Your 401(k) Plan Stinks: 3 Ways to Make the Best of a Bad Situation"

Urology Practice Management - "Investing: Where to Put Your Money Now"

Oncology Practice Management - "Ten Tips to Cut Your 2014 Taxes"

Oncology Practice Management - "Joint Tenants with Rights of Survivorship: Planning Pitfalls to Consider"

Oncology Practice Management - "How to Choose a 529 Plan"

Oncology Practice Management - "New IRA Rollover Rules Issued by the IRS"

Oncology Practice Management - "Seven Steps to Finding the Right Financial Advisor"

Contact Lawrence B. Keller, CFP®

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Disability Insurance & Financial Planning Articles for Physicians