planner

“If they do want to leave the money in cash, just make sure they are getting a reasonable yield on the cash,” said David Haas, a certified financial planner and owner of Cereus Financial Advisors.

From MarketWatch ● Oct. 3, 2026

You should not treat the $500,000 as “a standalone pile of money,” said James Mayo, a certified financial planner and principal of IronFjord Wealth Management.

From MarketWatch ● Oct. 3, 2026

I asked our financial planner, Michael, on a video call.

From The Wall Street Journal ● Oct. 2, 2026

“These are fatal errors,” says Bradley D. Tiche, a financial planner in Wexford, Pa. “They’re made because people are unsure about what actions to take.”

From The Wall Street Journal ● Sep. 29, 2026

She reaches into her bag for her day planner, highlighter, and colored clicky pen, three things she never leaves home without.

From "Red Flags and Butterflies" by Sheryl Azzam

Kelsey Ducklow, coastal resilience director for the Coastal Commission, said the agency has awarded millions in grants for local planners to study the threat to their communities and come up with plans.

From Los Angeles Times ● Oct. 17, 2026

The Wealth Adviser Briefing covers topics of interest to wealth managers, financial planners and other advisers.

From The Wall Street Journal ● Oct. 5, 2026

Bass believes city planners should work collaboratively with neighborhoods on ways of accommodating growth.

From Los Angeles Times ● Oct. 1, 2026

“Estate planners take the ‘what ifs’ all the way down,” said Goode.

From MarketWatch ● Sep. 28, 2026

It was still far below the 200,000 daily visitors the fair’s planners originally had dreamed of, but the trend was encouraging.

From "The Devil in the White City" by Erik Larson