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 the reality is that it is a very difficult thing to do.

First, you must . . . → Read More: You Can Plan for Tomorrow….Just Don’t Plan on Tomorrow!

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 adjunct to our M.Q. Financial Life Planning tools and processes.

Susan Turnbull has become the leading expert on the value of Ethical Wills and has written . . . → Read More: Enhancing Life Planning with Ethical Wills

Expected Value, Added Value, Meaningful Value: What is the Distinction and Why is it Important?

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 even sent out a client survey and had received 4.5 out of 5 in terms of the service he was . . . → Read More: Expected Value, Added Value, Meaningful Value: What is the Distinction and Why is it Important?

“From the Pens of M.Q. Friends – Resilience: The Art of Letting Go” by Susan Galvan

“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. With a lifelong interest in human development and behavior as a foundation, Susan has worked as a professional counselor, educator, trainer, minister, . . . → Read More: “From the Pens of M.Q. Friends – Resilience: The Art of Letting Go” by Susan Galvan