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Just a Little Bit More: A MEDIQUS Client Case Study

  How a medical specialist significantly decreased his tax burden and increased his retirement savings. A reporter once asked John D. Rockefeller–at the time the world’s richest man–“How much money is enough?”  His famous reply? “Just a little bit more.” Maybe you feel the same way. You may not be a Rockefeller, but as a …

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Cookie Cutter Retirement Plans Could Leave You with Not Enough Dough

How much money do you need to retire?  That’s the hot topic of discussion among physicians across the country.  Many of them use online tools, some simply make a guess based on what their colleagues or relatives have done, while still others follow what they have read or seen in various financial media.  Unfortunately, these …

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Choosing a Financial Advisor Who’s Right for You

Managing your finances properly requires lots of time and energy. Many physicians have very little of those commodities. They work demanding hours and already have limited time to spend with family and friends or do the hobbies they enjoy. As a result, little time remains to devote to researching and implementing a wealth building strategy …

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How to Pick the Financial Advisor Right for You

Many physicians find they do not have the time or energy to manage their finances properly. Demanding work hours, time spent with family and friends, or doing the hobbies they enjoy leaves very little time to devote to researching and implementing a wealth building strategy effectively. A recent study found that the average physician will …

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