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Money Quotient is proud to present the newest “In My Opinion” post written by longtime M.Q. friend and Licensee, Robert J. Cole, Jr., CLU, ChFC, CASL, CFP®. Bob is the founder and president of Financial Architects, Inc., a financial planning firm located in Louisville, Kentucky. Bob has been in the financial services industry since 1972. He has . . . → Read More: “In My Opinion: A Gift from the Cosmos” Money Quotient President, Carol Anderson, M.S., and Vice President and Director of Licensee Services, Amy Mullen, will be speaking at the FPA of Puget Sound Symposium in Seattle, Washington on January 29th. About the Event: This year’s symposium is titled “Critical Times, Critical Conversations,” and will explore critical times and engage in critical conversations around the financial planning . . . → Read More: “Event Announcement: Carol Anderson and Amy Mullen to Speak at FPA of Puget Sound Symposium” Robert J. Cole, Jr., CLU, ChFC, CASL, CFP®, has been in the financial services industry since 1972. Bob is the Founder and President of Financial Architects, Inc., a financial planning firm located in Louisville, Kentucky. He has appeared on both radio and television as a recognized leader in the financial planning field. He has taught courses . . . → Read More: “Presenter Profile: Bob Cole, Marty Kurtz, Cicily Maton, and Roger Shake” The tradition of making New Year’s resolutions goes all the way back to ancient Rome. In 46 B.C., Julius Caesar developed a new calendar and named the first month of the year after Janus, the god of beginnings and endings. Janus has always been depicted with two faces, one on the back of his head that allowed . . . → Read More: “Food for Thought: Anytime Resolutions” Sally’s 27 year career at the Weyerhaeuser Company spanned two diverse disciplines; Technology Planning Manager for Employee Systems and Life and Retirement Planning. Through her information systems background she learned what poor use employees were making of their retirement benefits and decided that more should be done to educate employees. For over 17 years, Sally was the . . . → Read More: “Presenter Profile: Sally Hass” Kristin Wehner Keffeler, MSM, is this the founder of Kinetic Enterprise, LLC, a company that specializes in supporting Trusted Advisors to harness and focus their innate drive for high- performance, and differentiate their services in the market by building the capacity and courage to bring their Big Ideas to life. Her . . . → Read More: “Presenter Profile: Kristin Wehner Keffeler” As we grow older, we also have the opportunity to grow as individuals and to develop relationships that are more “grown-up.” Here is advice from the authors of three different books on ways, through our relationships, that we can contribute to our own personal growth and happiness. Creative Aging— In Creative Aging, author Nancy . . . → Read More: “Food for Thought: Paths to Personal Growth and Happiness” Norman M. Boone, MBA, CFP®, is the Founder and President of Mosaic Financial Partners, Inc., a wealth advisory firm located in San Francisco, California. Mosaic Financial Partners is a leading provider of fee-only financial planning and investment management services to corporate executives, professionals, and business owners. Linda Lubitz Boone, CFP®, is the founder and President of The . . . → Read More: “Presenter Profile: Norm Boone and Linda Lubitz Boone” “Brian Koval’s Coaching Corner” articles bring you insight and guidance from Brian Koval, RLP. Brian’s lifework is to help others realize and live into their best possibilities. His passion is helping clients navigate the often-tumultuous terrain of change, transition, and growth. As a Registered Life Planner, Coach, and Facilitator of Learning, Brian works with financial planners . . . → Read More: “Brian Koval’s Coaching Corner: Getting Goals Going” Money Quotient Licensee and President of the M.Q. Licensee Advisory Board, Michael Kay, CFP®, CPA, of Financial Focus, LLC in Livingston, New Jersey, is currently in the process of writing a book about transitioning a financial planning practice into a life planning practice. Michael is interested in hearing responses to the following question from the . . . → Read More: “M.Q. Newsflash: Your Input Needed for New Book!” |
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