Although donations are on the rise, charitable giving is still 5 percent below pre-recession figures. With ongoing concern about a slow economic recovery and extreme market turbulence, donors (and potential donors) are justifiably concerned that their charitable contributions be used effectively and efficiently.
Fortunately, in this age of information technology, many good . . . → Read More: Intentional Giving
Veteran Licensee and M.Q. Advisory Board President, Michael Kay, CFP®, is a regular contributor to the Psychology Today Blog. In his recent “Financial Focus” post, Michael laments the destruction of Oklahoma’s tornados, while celebrating the ability for people to find value and support each other throughout tragedy. He likens the turmoil to the financial storms that . . . → Read More: A Harsh Reminder: Lessons Learned Amidst the Rubble
We all strive to be happy. Can you actually make yourself happier and perhaps positively influence clients with your happiness? According to researcher Sonja Lyubomirsky, Ph.D., you can, with intentional effort, enable your happiness and sustain it long-term.
For many years, the prevailing theory was that individuals have a genetically determined happiness set point. In other words, . . . → Read More: Increasing Long-Term Happiness
Although our world has changed dramatically since Dr. Stephen R. Covey published The Seven Habits of Highly Effective People in 1989, his internationally successful motivational guide continues to be recognized as one of the best nonfiction business books. Even if you once read Covey’s book and perhaps live by the Seven Habits, it may be enjoyable . . . → Read More: Are You in the Habit of Being Effective?
M.Q. President, Carol Anderson, is a regular contributor to the FPA Practice Management Center Blog. In her most recent post, Carol reports on the need for career women who are highly skilled, educated and successful, to join a dialogue about a new retirement model that focuses on the unique post-career lives of women. Read More: . . . → Read More: Project Renewment™-The First Retirement Model For Career Women
This “Tool Examiner” article looks at the My Ideal Week in Retirement tool.
In retirement, most of your clients will have more freedom than ever before regarding how they choose to spend their time. For some people that is an exciting prospect, and for others it is a frightening one. But for most, it is both exciting . . . → Read More: Tool Examiner: My Ideal Week in Retirement
“We have repeatedly found that those who pursue all three domains—pleasure, engagement, and meaning—have by far the most life satisfaction, with engagement and meaning far and away the biggest contributors to fulfillment.”
For most of its history, the field of psychology focused on identifying and treating mental disorders. While an incredibly worthy and important pursuit, . . . → Read More: Testing Your Strengths and Virtues
The “FPA of Puget Sound News Flash,” providing monthly news from the Financial Planning Association of Puget Sound, recently featured a Member Spotlight interview with Money Quotient Licensee Alec Williamson. “News Flash” generously allowed us to share the interview with the M.Q. Community. In the interview, Alec offers his view on the value of M.Q. tools . . . → Read More: Interview with M.Q. Licensee Alec Williamson, CFP®
Grab a bowl of popcorn and enjoy this video with “Book Chat” host Alan Rose and Retired Financial Planner Ben Coombs, CLU. They discuss the booklet, Journey into Elderhood: Plan, Prepare, Celebrate, co-authored by Ben and Money Quotient President Carol Anderson, M.S.
Ben reveals his experience watching his parents and his wife’s parent age, as well as . . . → Read More: “Elderhood” Video Interview with Ben Coombs