So to find the best planners, I talked to 30 productivity experts, life coaches, and people who love stationery (including a few Strategist staffers) about their favorites, then culled our ...

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Then she transitioned into the planning phase of the discussion ... But there are a lot of people who would rather do just about anything else than deal with their investment portfolio.

The primary role of a financial planner is to help people assess their current financial situation, understand their goals, and develop a comprehensive financial plan tailored to their specific ...