Carolyn McClanahan
Director of PlanningCarolyn is a CFP and M.D., and is the director of financial planning at Life Planning Partners in Jacksonville, Florida. Follow her on Twitter at @CarolynMcC.
Carolyn is a CFP and M.D., and is the director of financial planning at Life Planning Partners in Jacksonville, Florida. Follow her on Twitter at @CarolynMcC.
Do planners offer enough value to keep tech companies and automated advice at bay?
When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.
In five bite-sized offerings, Chairman Jay Clayton fails to tell the public what it needs to know about RIAs vs. brokers.
It's important to teach younger advisors every aspect of your practice. Start with "I don't know."
Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.
How to know when you’ve reached that just-right size.
Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.
How to create the best setting and address strong emotions for tough conversations. Also, what not to do.
Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.
When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?