Blog

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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If you’re thinking about starting a college education fund to help pay for a child’s, grandchild’s, or somebody else’s college education you have quite a few options to choose from. However, two of the most…
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Rule-of-Thumb Regarding Pre-Tax and Roth Retirement Accounts The common rule-of-thumb regarding pre-tax retirement accounts (Traditional IRA & 401k) and Roth retirement accounts is if you are in a higher tax bracket today than you will…
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Last Thursday Equifax, one of the three major credit reporting agencies in the United States, announced that due to a security breach, roughly 143 million American’s sensitive information had been stolen. The sensitive information that…
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The ability to depreciate a rental property is one of the many attractive benefits of owning rental real estate.  The depreciation deduction reduces the rental income subject to taxation which increases the after-tax rate of…
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It’s no secret that tons of people are nearing the age at which they’d like to retire and simply can’t do it.  When they run retirement projections themselves or with a financial planner the numbers…
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As of March this year we have approached 8 years in the current bull market.  In other words, since March 9, 2009 we haven’t seen any stretch of period where the S&P 500 has declined…
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