Blog

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:

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.

Hi, my name is Caleb Howells, and I recently completed a two-week internship with Medicus Wealth Planning.

The purpose of the bill is to raise tax revenue for President Biden’s economic and social policies, so how will it affect you?

Donor Advised Funds can help maximize the tax deduction on charitable donations

President Biden signed the $1.9 trillion American Rescue Act bill. One of the notable parts of the bill includes temporary enhancements to the Premium Tax Credit.

We are moving to a new location in Draper, just a mile or so from our current office.

Improving your cash flow is the first step to becoming financially independent. Here are 21 money savings tips you can implement right away:

As the COVID-19 pandemic persists, we are thinking about worst-case-scenarios for our families, disabling illnesses, and mortality. Is this the right time to create your estate plan?

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 past three weeks haven’t been fun. COVID-19 has impacted the stock market in a historical way. We can’t control the panic selling that is driving the markets down, however, we can control our response. And this swift drop in the market can actually present some opportunities.