We’re excited to announce we’ve added another member to our team, Mark Durham. We asked Mark to write an introduction about himself. Here’s what he said: I come from an extensive background in finance and…
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Inflation is Here – What Do We Do?
Inflation is here. From October 2020 to October 2021 the Consumer Price Index rose 6.2%. We’re not used to this; the last time inflation was at 6% was in 1990. We’ve seen the biggest jumps…
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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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We’ve Moved
We are moving to a new location in Draper, just a mile or so from our current office. The new address is 11681 S 700 E Suite 200, Draper, UT 84020. We’ll be in the…
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21 Money Saving Tips
Improving your cash flow is the first step to becoming financially independent. Here are 21 money savings tips you can implement right away: Dream big in a meeting with a Certified Financial Planner® who works…
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Estate Planning as COVID-19 Continues: What You Need to Know
Dara Cohen is an estate planning attorney at D.R. Cohen Law, LLC. Dara is a great resource for our practice and clients when it comes to estate planning. We appreciate Dara’s candid approach when it…
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