W. Ben, Utley, CFP
Authored Items
January 2017, Vol 7, No 1
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 ›
October 2016, Vol 6, No 10
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 ›
March 2016, Vol 6, No 3
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 ›
January 2016, Vol 6, No 1
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 ›