Carolyn McClanahan

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?

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

Leave this bad influence back where it belongs — in high school.

Why structuring your practice under a lead advisor won’t serve your staff — or your clients

Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.