MEDIQUS Asset Advisors

Most medical nonprofits are asking the same questions: Here’s what happened when one organization asked MEDIQUS to help them address these questions.* The Client Founded more than a century ago, this international nonprofit operates a philanthropic foundation that provides educational and research opportunities for doctors, fellows, residents, and medical students to enhance their medical knowledge …

MEDIQUS: Helping a Nonprofit Educate Donors on Smarter Ways to Make Charitable Donations Read More »

To be a thriving medical nonprofit, you want confidence that your reserve funds are invested wisely and that they’re being carefully monitored. You can’t afford to jeopardize accomplishing your financial goals—by sacrificing return potential or having your resources tied up in a potentially risky investment strategy. With that reality in mind, check out what happened …

How a Nonprofit Found Stress-Free Investment Management Read More »

  Are you earning a significant income but still living paycheck to paycheck? This is a common experience for many younger physicians. Most are making significant incomes, yet still feel as though they are drowning in financial obligations. Many struggled through medical school and residency, and they may still be struggling through student loan payments. …

Keep Lifestyle Creep at Bay Read More »

Making heads or tails of the financial news can be difficult. What does it really mean when the market was “up” or “down”? News reports about the stock market that you see or hear every day often report the movement of groups of stocks, and much less so the price movement of an individual company’s …

Translating the Financial News Read More »

A benefits package can be an important piece of the puzzle when evaluating job opportunities. For physicians, the type of employer can have a huge impact on what is provided. For example, it is not unusual for private medical practices to provide very little in the way of traditional benefits. As a partner or shareholder, …

Benefits Packages- Things to Consider Read More »

As we welcome 2021 and try to put 2020 far into the rear view, it is always a good idea to put plans in place to succeed financially throughout the year. Here are eight areas we believe require your thought and attention at the beginning of the year to provide a kickstart to success during …

Don’t Get Behind the Financial Eight Ball Read More »

Each year the IRS announces modifications to the tax code for the upcoming year. While there have been no significant changes, there were some notable adjustments. Here are some of the important adjustments made for 2021: The Standard Deduction was increased to $25,100 for married couples who file jointly. Single filers and those who are …

2021 Tax Changes Read More »

Back in December we wrote an article about Inherited IRAs and how they must be treated and distributed. As is the author’s curse, a month later Congress changed the rules as part of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Under this Act, no changes were made to the distribution rules if …

How the SECURE Act Affects Inherited Retirement Accounts Read More »

With costs rising across the board, many physicians wonder as to the best way to save for their child’s future. Parents should ask themselves: Do I want this money to go toward a specific goal? Do I want my children to have access to the funds all at once? Will my child manage this money …

Saving Options For Your Child’s Future Read More »

The IRS says that you cannot keep pre-tax retirement funds in your retirement account indefinitely. At a certain age, the IRS mandates you must start taking distributions. These forced distributions are commonly known as Required Minimum Distributions (RMDs). Many physicians worry about the impact RMDs will have on their taxes in future years. With recent …

Benefit of Roth Conversions in Retirement Read More »