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.
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.
Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.
Here’s how one firm structured compensation in a fair and completely open way.
Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.
What — if anything — should an advisor do if a client is abusing illicit substances?
The advisory firm knew the drill, but the storm still threw them for a loop.