Blog

The IRA released the new max contribution limits for 2023.

This month's blog post is the transcript from a video we recorded and sent to client's on September 22. You can watch that video by clicking on the link in the post.

Our client-wide Zoom call a couple weeks ago was focused on having the right perspective. The market is volatile and random day-to-day, week-to-week, month-to-month, and even year-to-year. However over 10, 15, and 20 year periods it’s insanely consistent. Having said that, the gyrations of the stock market is on a lot of people’s minds and I don’t want to ignore that. So, for this month’s post I want to focus a bit on what the stock and bond markets did in May as well as give an update on how our alternative investment, the income note, has performed so far.

I'm passionate about my profession and I love reading about personal finance for both educational reasons and enjoyment.

With inflation continuing to tick higher, expected interest rate hikes, and low bond yields, we’ve been in search of an alternative investment that will provide better returns than bonds without the full risk of stocks.

We’re recommending clients get their BDRs done as soon as possible for two reasons:

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.