W. Ben, Utley, CFP

Authored Items

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

By W. Ben, Utley, CFP; Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF

February 2015, Vol 5, No 1

Financial Management, Practice Management

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