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.
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.
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.
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.