This post is a transcription from a video I recorded. You can watch the video by clicking here. We just finished our fall reviews and had a great time catching up with everybody, hearing about your…
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What’s Your Next Phase of Life?
Money is an intimate subject and one of the most beautiful aspects of my job is being able to interact with people on an intimate level. These relationships and conversations are typically taken to the…
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Get Your Backdoor Roth IRA Contributions Done!
Last year, President Biden introduced the Build Back Better Plan, a gigantic investment in COVID-19 relief, social services, welfare, infrastructure, and climate change. To pay for the plan, many tax law changes were proposed to…
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Meet Our Intern – Isaac Howells
Giving back to the financial planning industry is something we’ve always valued at Medicus. Each year we hire a paid intern for two weeks to shadow one of our advisors and learn the ins and…
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How Will The New Tax Bill Affect You?
The House Ways and Means Committee recently proposed new tax legislation as part of President Biden’s “American Families Plan”. There are a lot of proposals in the bill, but we’ll focus on the parts that will affect…
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Maximizing Your Charitable Tax Deductions Using a Donor Advised Fund
Charitable donations are one of the most popular tax deductions taken on a tax return. Not only are you helping others in need, but you receive a nice tax benefit as well that “recoups” a…
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We’re Back in Draper
Our new office is finally finished and we’ve moved our day-to-day operations back to Draper. Our address is 11681 S 700 E Suite 200, Draper, UT 84020.
Expansion of the Premium Assistance Tax Credit
On Friday, March 12, 2021, President Biden signed the $1.9 trillion American Rescue Act bill. The bill is chuck full of stimulus and relief for individuals, businesses, and local governments. One of the notable parts…
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Signs of a Sustainable Recovery
With so many uncertainties still revolving around COVID-19, we’ve been surprised at the magnitude of the stock market recovery over the past 4 months. The S&P 500 dropped 34% from its high on February 19…
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How Should I Plan for Long-Term Care?
Over the past few weeks I’ve been working with two different clients helping them come to a decision on whether or not they need long-term care (LTC) insurance. This is actually one of the most…
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