Finding my perfect planner was not an easy feat, and I’ve tried many. Some lost their appeal after a few months; others ...

From 2002 to 2007, I used to walk around everywhere with a little spiral notebook in my back pocket and a pencil sticking out of my hair. This was how I managed my schedule, to-do list, and (as a ...

Over time, the financial services industry has blurred the line between the terms financial “advisor” and “planner,” often at the expense of the client's experience. Processing Content A financial ...

Google's Gemini gave me similar savings advice as my financial planner - but here's why I don't plan on getting rid of my human adviser anytime soon When I logged onto Zoom (ZM) for my first-ever ...

Japan and China may have a reputation for being technologically advanced, but recording appointments and to-dos with pen and paper is long-held tradition in Asia. There is also evidence that it’s ...