The Best Gift

By The Money Quotient Team, on January 19th, 2012%

Our friend Susan Turnbull, founder of Personal Legacy Advisors, LLC, is good at reminding us that the very best gift we can give another individual is our genuine interest.  At M.Q., we often recommend her wonderful materials that assist in developing legacy documents such as ethical wills, oral histories, and expressions of donor intent (see www.personallegacyadvisors.com). . . . → Read More: The Best Gift

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M.Q. Recipe for R.O.I.

By Carol Anderson, on January 12th, 2012%

The concept of Money Quotient was formed long ago, but officially established as an organization in January of 2001.  Since that time, the M.Q. Team has been working hard to develop effective Financial Life Planning® tools and processes, and to conduct Learning Opportunities that will support your goals and provide you an effective life-centered approach to . . . → Read More: M.Q. Recipe for R.O.I.

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