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W. Ben, Utley, CFP
Authored Items
Top 10 Reasons to Hire a Financial Planner (and 1 Reason Not to)
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
January 2017, Vol 7, No 1
Financial Management
,
Practice Management
It is no surprise that physicians are at a disadvantage when it comes to personal financial management. Although physicians receive the best medical training in the world, they are not provided with the knowledge necessary to deal with the business realities of practicing medicine or their financial well-being.
Read More ›
Do Target Date Funds Hit the Mark?
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
October 2016, Vol 6, No 10
Financial Management
,
Practice Management
Physicians seem to have a natural affinity for complexity. That’s a good thing for patients with difficult diagnoses, but it’s a prescription for disaster when it comes to investing. Owning a myriad of securities spread across a dozen or more financial accounts usually means more taxes, more transaction costs, less clarity, and more time spent on investing.
Read More ›
Three Ways to Save Taxes While You Invest
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
March 2016, Vol 6, No 3
Financial Management
,
Practice Management
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?
Read More ›
7 Steps to a More Financially Secure 2016
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
January 2016, Vol 6, No 1
Financial Management
,
Practice Management
It is a new year. That means you have another chance to start over again, to take a fresh look at your finances, and to get on track for the future. So, where should you begin?
Read More ›
Seven Steps to Finding the Right Financial Advisor
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
May 2015, Vol 5, No 4
Financial Management
,
Practice Management
,
Practice Management
Read More ›
How to Choose a 529 College Savings Plan
By
W. Ben, Utley, CFP
;
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
February 2015, Vol 5, No 1
Financial Management
,
Practice Management
Read More ›
Investing: Where to Put Your Money Now
By
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF
;
W. Ben, Utley, CFP
November 2014, Vol 4, No 7
Financial Management
,
Practice Management
Read More ›
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
May 2014, Vol 4, No 3
Financial Management
,
Practice Management
Read More ›
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Home
Issues
Latest Issue
Issue Archive
Special Issues
2022 Midyear Review: Non–Small-Cell Lung Cancer
2022 Oncology Biosimilar Guide to Patient Support Services
2022 Breast Cancer Guide to Patient Support Services
Browse By Topic
Practice Management
Financial Management
Reimbursement
Health Policy
Quality Care
ICD Codes
Survivorship
FDA Approvals, News & Updates
In the News
Guide to Patient Support Services
Index
Introduction
2023 Spotlight: Amgen
Conference Correspondent
ASCO 2022 - Wrap Up
NSCLC IO 2022 - Midyear Review
SABCS 2021 Wrap-Up
Dual IO 2021 Year in Review
Web Exclusives
Web Exclusive Articles
Videos
Interview with the Innovators
Webinars
Rapid Reactions
In the News
Quick Quiz
Multiple Myeloma Monthly Minutes
Melanoma Monthly Minutes
Press Releases
Women's Health Monthly Minutes
Lung Cancer Monthly Minutes
Gastrointestinal Cancer Monthly Minutes