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“Now I Know We’re on a Good Track!”

How one young urologist got off to a great financial start For most medical specialists, the 10-12 years of training (undergrad studies + medical school + residency + fellowship) are all-consuming. There’s little time–or motivation–for grappling with the unique financial challenges that new physicians face. This dynamic often changes when doctors near the end of […]

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MEDIQUS: Helping Clients Align Their Investments with Their Values

A common issue arising with organizations and individuals is the rethinking of their investment strategies. Specifically, they’re asking questions like: In this case study we’ll show what happened when two clients, a medical non-profit and a single physician, approached MEDIQUS for help in addressing such questions in the same month.* The Clients Dr. Ellen Cartwright

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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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