Helpful Articles from Leading Publications

Articles from MEDIQUS

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

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

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How MEDIQUS helped one doctor 

In addition to advising medical nonprofits, another major focus of MEDIQUS is providing financial services to individual physicians. Here’s a good snapshot of how that can look… Meet Bob & Dr. Pam Smith* Bob Smith and his physician wife Pam (not their real names) were living on the west coast with their two children.  Pam

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How a Nonprofit Found Stress-Free Investment Management

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

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Nip Lifestyle Creep in the Bud, Before it Gets Out of Hand

A common experience for many physicians is that despite earning significantly more than they did during their training years, they are still living paycheck to paycheck. Many physicians struggle financially through medical school, residency, and for some, a fellowship. Salaries are modest, cost of living can be high, and many are burdened with student loans.

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Health Savings Accounts Offer a Triple Tax Benefit

Here’s How Health Savings Accounts Offer a Triple Tax Benefit One of the greatest benefits of being covered under a High Deductible Health Plan (HDHP) is the ability to save into a Health Savings Account (HSA) and receive tax-preferred treatment on money saved for medical expenses. Specifically, HSAs provide a triple tax benefit. Contributions are

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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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Social Security: Timing Is Everything!

As you approach retirement, one of your key decisions will be when to begin receiving Social Security benefits. It is not an easy call, and the answer usually depends on your personal circumstances. Retiring early means more payments since you are starting to receive them sooner, but a smaller check each month for the remainder

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Safeguard Your Children with a Trust

Children who benefit from trust funds have frequently been portrayed unfavorably in the news, movies, and on television over the years. Often referred to as “trust fund babies,” they have been stereotyped as coming from extreme wealth. In reality, trusts can be a very powerful estate planning tool designed to safeguard your children in the

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Is Your Property Titled Correctly?

Owning a home or purchasing an investment property are common goals for physicians, as it can be a useful tool to build wealth for themselves and their heirs. There are many ways to hold title to real property, which is defined as land, and anything built on it. However, the way in which real property

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Using Life Insurance to Pay Estate Taxes

With the current estate tax exemption amount for an individual at $12.06MM ($24.12MM for a married couple), it may seem unlikely that your heirs will need to pay estate taxes under the current tax law. However, this law is expected to sunset at the end of 2025, with the exemption reverting to an inflation-adjusted amount

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