Education & Resources

Helpful Articles

As a medical professional, it’s hard to find good financial information that you actually want to read. Here’s a collection of articles curated with you in mind.

Downloadable Tools

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Downloadable Resources

For both personal wealth and institutional fund management.
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Personal Wealth Management

Second Opinion Service for Personal Wealth Management

Sometimes it’s helpful to get a second opinion on your finances. Here’s how Mediqus can help.

Financial Discovery for Personal Wealth Management

✓ How much income will you have in retirement?
✓ How your investments can earn more with less risk?
✓ How can you protect your assets from frivolous lawsuits?

Living Expenses Budget Tool for Personal Wealth Management

In order to plan for the future, you need clarity on how you are spending your money now.

Financial Guide to Approaching Retirement

Preparing for retirement is one of the most critical aspects of wealth management. This guide is designed to identify many of the important elements.

A Roadmap for “When I’m Gone”

Ensuring family and decision makers have adequate information about your assets, liabilities, and intents is an important piece of your estate planning

Institutional Fund Management

The Five Things
Every Reserve Fund Needs

At some point, every non-profit will face unexpected costs. Here are five things your reserve funds needs so you can have the peace of mind that your organization is taking the right approach.

The Benefits of an Advisor
While Managing Institutional Funds

An investment advisor should provide value in additional areas for your organization such as governance, operations, and can even play a role in fundraising.

Second Opinion Service for Medical Nonprofit Fund Management

Sometimes it’s helpful to get a second opinion on your nonprofit’s fund management. Here’s how Mediqus can help.

Five Questions Every Successful Nonprofit Must Ask a Financial Advisor