Retirement Planning

Disclaimer: Index investing is only one form of passive investing, however, for purposes of this article, index investing and passive investing are used interchangeably. Every year we do a family Fantasy Football league and regardless…
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Phil Blair This blog post was written by Phil Blair the owner and founder of Century 21 Everest.  Phil has been involved in the real estate business since 1987, selling and managing all types of real estate…
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Since the market bottomed out in March of 2009, it has risen steadily and consistently over the past 9 ½ years with only a few bumps along the way.  We’ve experienced occasional pullbacks and corrections…
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Let me start out with a disclaimer and an important note:  As a fee-only financial planning firm we don’t sell insurance or receive any type of third-party compensation on the recommendation and implementation of insurance…
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Click here to watch the video version of this article As we do retirement planning for high-income professionals, one of the biggest problems we see is a heavy concentration of savings in tax-deferred retirement accounts, specifically,…
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Uncertainty in regard to the movement of bond prices has been a topic of debate ever since 2008, when in response to the great recession, interest rates were lowered to unprecedented levels in order to…
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With premiums and deductibles on health insurance policies rising in tandem, the growth of Health Savings Accounts (HSA) has exploded over the past few years. Health Savings Accounts were created in 2003 as a way…
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2017 proved to be a great year for not only the U.S. stock markets, but international markets as well.  The S&P 500 Index, which represents the 500 largest publicly traded companies in the United States…
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Medicus Wealth Planning announces the addition of Jim Zeberlein as a Registered Investment Advisor to our ranks. Jim, currently the Owner & Managing Director of Z Financial Planning, LLC in Salt Lake City, will be…
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President Trump built a large part of his campaign on promises to overhaul and simplify the current tax code.  If successful it would be the most significant rewriting of the federal tax code since Ronald…
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