So to find the best planners, I talked to 31 productivity experts, life coaches, and people who love stationery (including a few Strategist staffers) about their favorites, then culled our ...
Ask any advisor or planner if they are a fiduciary, which means they’re legally and ethically bound to act in your best interests. Not all advisors or planners are fiduciaries. But CFPs have a ...
The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.