Journal of the Lane County Medical Society

Asset Allocation: A sound Strategy In Tough Times | W. Ben Utley, CFP® writes for The Journal of the Lane County Medical Society

Tough times in the markets call for sound strategy. Certified Financial Planner® W. Ben Utley helps doctors understand asset allocation: what it is, how it works, and why it helps you and your investments weather difficult markets to benefit from the prosperous ones.

Second Opinion: Retirement | W. Ben Utley, CFP® writes for The Journal of the Lane County Medical Society

A local pediatrician in her mid-30's with young children asks, "How much should I be saving [for retirement] today?" Using a simple method called "The Rule of 72," Certified Financial Planner® W. Ben Utley details how much to save, which accounts to use, and how to save taxes.

Second Opinion: Disability Insurance | W. Ben Utley, CFP® writes for The Journal of the Lane County Medical Society

Every doctor knows their earning capacity is their single greatest financial asset. Certified Financial Planner® W. Ben Utley answers a local physician's question about getting and keeping disability insurance.

Second Opinion: College Savings | W. Ben Utley, CFP® writes for The Journal of the Lane County Medical Society

In this Q&A column, Certified Financial Planner® W. Ben Utley explains the pros and cons of using zero-coupon US treasury bonds in funding college tuition for a physician's eight year old son, and discusses the Oregon College Savings Plan.