LearnVest members have access to a dedicated CFP, through new technology, can view your money-planner in real-time.

FORBES: LearnVest Reinvests In Its Mission: Financial Planning For The 99%

If you are heading to an estate planner for the first time you now know everything that you need to know about defective grantor trusts.

FORBES: Don't Freak Out If You Hear Your Trust Is Defective

And if you find yourself trying to untangle such accounts after your spouse dies, give yourself some time, says Karen Altfest, a New York financial planner who specializes in working with widows.

WSJ: What a Tangled Web We Leave

He has learned to haul himself out of bed at 6 a.m. to make time for reading and planning for his job as a financial planner and writer for the Motley Fool, in Alexandria, Va.

WSJ: How Productivity Tools Can Waste Your Time