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Financial/Insurance Information

How to Choose a 529 College Savings Plan
By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF; W. Ben Utley, CFP
Financial/Insurance Information
TOP - August 2015, Vol 8, No 3
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 ›
How to Make the Best of Your 401(k) Plan
By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF; W. Ben Utley, CFP
Financial/Insurance Information
TOP - May 2015, Vol 8, No 2
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 ›
8 Prescriptions to Improve Your Finances
By Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF; Andrew D Schwartz, CPA
Financial/Insurance Information
TOP - February 2015, Vol 8, No 1
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 ›
No, You Can’t Keep Your Health Plan
By Scott Gottlieb, MD
Financial/Insurance Information, In the News
Web Exclusives

President Obama guaranteed Americans that after health reform became law they could keep their insurance plans and their doctors. It’s clear that this promise cannot be kept. Insurers and physicians are already reshaping their businesses as a result of Mr. Obama’s plan.

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