Celebrating Josh Ackerman’s Podcast Launch

MQ Partner Josh Ackerman has recently launched his new podcast, Transition Talks: Business Exit & Retirement Strategies. This podcast is designed specifically for business owners considering the crucial step of selling or transitioning their business. The podcast aims to help business owners navigate this intricate process through candid conversations and expert insights. Episode One is […]

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Kathy Longo’s Podcast Surpasses 150 Episodes!

We are thrilled to announce a significant milestone for one of our esteemed MQ Partners, Kathy Longo. Her podcast, Flourish Financially with Kathy Longo, has recently surpassed 150 episodes! This podcast is a weekly podcast designed as a resource for women who are ready to elevate their financial fulfillment and create more meaning in their […]

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A Bundle of Joy

We’re thrilled to share the joyous news that MQ Advisory Board Member and long-time MQ Partner, Jeanna Fifer, has welcomed a beautiful addition to her family! Jeanna recently gave birth to a precious baby, surely bringing immeasurable happiness and love into her life. On behalf of the entire Money Quotient community, we extend our heartfelt […]

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Amy on the Only Fee-Only Podcast

Amy Mullen, CFP®, President of MQ, was a recent guest on the Only Fee-Only Podcast. In this episode, Amy discussed Shifting Paradigms in Financial Advice.  [The Senior Advisors] recognize that this is the direction that the industry is going, and they’re thinking about the next generations at their firm. They are thinking about ‘How can […]

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MQ Reaching New Communities of Advisors

MQ President, Amy Mullen, CFP® was thrilled to attract over 150 attendees to her pre-conference workshop at a new conference called SHIFT hosted by Advisor2X in March of this year! Amy’s talk garnered much enthusiasm, underscoring SHIFT attendees’ aptitude for holistic financial planning. Everyone who joined had the opportunity to join a drawing for a […]

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Aurora Borealis and Monarch Butterflies

Our very own Danielle Howard, CFP® recently traveled to Alaska in search of the Aurora Borealis. When asked about the experience, she shared: Whether it was sitting by a stream surrounded by Monarch Butterflies in Michoacán Mexico or more recently traveling to Alaska watching the night sky for the Aurora Borealis, connecting with nature clears […]

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Andy Baxley and AI Scams

In the February issue of the Journal of Financial Planning, MQ Partner Andy Baxley, CFP®, CIMA®, MSFP published the article: When Clients are Compromised about the threat of new financial scams and how to keep your clients safe. Imagine the following scenario—your client gets a call from someone claiming to be you, their trusted adviser. […]

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Amy’s Latest Podcast

 Amy Mullen, CFP®, President of MQ, was a recent guest on the AFO Wealth Management Podcast. In this episode, Amy discussed the recent MQRE white paper, Developing and Maintaining Client Commitment in a Rapidly Changing Environment, published in the FPA Journal. When advisors and clients were asked: How much does your planner know about your […]

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A Maine Business B Corp Trailblazer!

MQ Partner, Cornerstone Financial Planning, has been listed in MaineBiz 2024 as one of Maine’s Largest Certified B Corporations™! Cornerstone Financial Planning was the first financial planning company in Maine to qualify for B Corp™ status and have been doing a great job ever since! Congratulations!

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An MQ Partner’s Book on Paying for College!

MQ Partner Ann Garcia, CFP®, published a book last year titled “How to Pay for College: A Complete Financial Plan for Funding Your Child’s Education!” Having gone through the process herself with her kids, she combined her personal and professional experience to create the ultimate guide for paying for college. She even updated the chapter in […]

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