Enhancing Life Planning with Ethical Wills
For many years, Money Quotient has recommended to financial planners that they introduce the concept of Ethical Wills to their clients. This wonderful tool for personal communication is the perfect...
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You Can Plan for Tomorrow….Just Don’t Plan on Tomorrow!
I have been involved in the practice of Tai-Chi for over twenty years. One of the central tenants of the philosophy is to “go with the flow.” It has almost become a cliché to use such a phrase, but...
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“From the Pens of M.Q. Friends – Resilience: The Art of Letting Go” by Susan...
“From the Pens of M.Q. Pens” articles feature guest writers sharing their expertise and wisdom with the M.Q. Community. In this article, Susan Galvan, M.A., writes about the importance of resilience....
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Expected Value, Added Value, Meaningful Value: What is the Distinction and...
I was coaching with a financial planner recently and he was lamenting about the lack of referrals he was getting from his clients after working with some of them for over 15 years. This planner had...
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