Rising Interest Rates Could Impact Your Investments

Earlier this month, the Fed announced they will start taking actions to raise interest rates and end their quantitative easing policy to halt rising inflation. With inflation currently around 7.00%, businesses and consumers are feeling the pinch of higher prices. The actions taken by the Fed are designed to reduce the inflation rate to a

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Get Your 2022 Financial Plan in Place

Getting plan in place to succeed throughout the upcoming Set Short- and Long-Term Financial Goals: Whether you want to be debt free in ten years or own a home in three, you are more inclined to save if you have specific goals. Factor these goals into a budget and figure out where you can squeeze

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Life Insurance: An Important Piece of the Financial Puzzle

If you have a mortgage or have children, then there is a good chance that life insurance is a necessary piece of your overall financial plan. If you were to die prematurely, would your family still be able to afford your mortgage on a single income stream?  Would your spouse have to change jobs or

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Notable IRS Adjustments For 2022

Notable IRS Adjustments For 2022 Jeff Witz, CFP® MEDIQUS Asset Advisors, Inc. “Results.  One Client at a Time.” ®     The beginning of the year is always a good time to check on any adjustments the IRS made to ensure you have a reasonable idea of what you will owe and can save in

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QUESTIONS AND ANSWERS – December 2021

Q: Are there any significant tax changes for 2022?   A: Congress continues to debate more significant changes to the tax code, but it is still unclear when a final bill will make its way to President Biden’s desk. In the meantime, the IRS did make some notable adjustments. The beginning of the year is

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Student Loan Repayment Options

Beware! Federal Student Loan Payments Resume Soon Jeff Witz, CFP® MEDIQUS Asset Advisors, Inc. Results.  One Client at a Time.® The period of administrative forbearance on federal student loans is set to expire January 31, 2022, and payments will resume February 1, 2022. Student loan relief was a major component of the CARES Act passed

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Year-End Planning Checklist

Every year we like to provide a list of year-end items everyone should review. The final months of the year are a good time to take stock of a number of financial planning items to see if all are on track or if any strategies need adjusting or accounts need updating. The sooner these items

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The Importance of Disability Insurance

Supplemental disability insurance can be expensive. Is it worth the cost? In general, the simple answer is usually YES! Long-term disability insurance is often worth the added expense. A physician’s most valuable asset is their ability to practice and earn income in their specialty field for an extended period of time. Physicians can generate millions

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How Can Inflation Impact You and the Economy?

Inflation is the concept that the cost of goods and services increases over time. What a dollar can purchase today is going to be more than a dollar will be able to purchase twenty years from now. The purchasing power of that dollar diminishes over time as the price of goods and services increases. Many

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Estate Plans Are Not One Size Fits All

Having a good estate plan can be critical in ensuring that your family is well taken care of after you are gone. While the quality of online tools continues to improve at a good pace, working with an experienced estate planning attorney remains the best way to ensure assets are distributed according to your wishes

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