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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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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We’re in a Bear Market – Here’s What You Can Do
The past three weeks haven’t been fun. COVID-19 has impacted the stock market in a historical way. It was only 16 (trading) days ago that the S&P 500 reached an all-time high. Since that time,…
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When Do It Yourself Estate Planning is the Right Choice
This blog post was written by Dara Cohen, an estate planning attorney, and owner of DR Cohen Law. Dara has been a great resource for our clients when it comes to estate planning. Medicus Wealth…
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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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How a Modern Financial Planner is Like a Mountain Guide with GPS
Recently, I had occasion to backpack into the Frank Church River of No Return Wilderness Area in central Idaho with a group of friends. Being late September, the temperatures were already beginning to dip…
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