Carolyn McClanahan
Financial Planning
Florida, United States
Contact Carolyn
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Past articles by Carolyn:
When should advisors attend conferences again?
My training in virology, laboratory pathology and emergency medicine gives me a different perspective of how to manage our society’s new path forward, writes M.D. and planner Carolyn McClanahan. → Read More
Coronavirus: What clients and advisers need to know
We can all play a part in preparing for this and future outbreaks. → Read More
Coronavirus: What clients and advisors need to know
We can all play a part in preparing for this and future outbreaks. → Read More
My Plan B for retiring as an adviser
A succession plan is not only for retirement but in the event of premature death, serious illness or incapacity. → Read More
The SEC’s videos about financial planners miss the mark
In five bite-sized offerings, Chairman Jay Clayton fails to tell the public what it needs to know about RIAs vs. brokers. → Read More
Helping clients through the health care maze
Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator. → Read More
Should you close your planning practice to new clients?
How to know when you’ve reached that just-right size. → Read More
Breaking bad news to clients
How to create the best setting and address strong emotions for tough conversations. Also, what not to do. → Read More
Client tragedy, a phone call and an advisor's tough job
Financial are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t. → Read More
Estimating client life span: How far should advisors go?
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? → Read More
When should advisors be outspoken about their politics?
Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success. → Read More
Why I've blown off portfolio reporting software
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." → Read More
Buying Rental Properties To Guard Against A Stock Market Crash
Should you buy rental property to guard against a stock market crash? I dissect that question here. → Read More
Do advisors cave to peer pressure?
Leave this bad influence back where it belongs — in high school. → Read More
Are you falling into the Grand Poobah trap?
Why structuring your practice under a lead advisor won’t serve your staff — or your clients → Read More
Why I ditched my bogus 5-year business plan
Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word. → Read More
Helping clients when health care costs (and anxiety) are high
Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs. → Read More
Why colleagues should know — and help set — each others’ pay
Here’s how one firm structured compensation in a fair and completely open way. → Read More
How The NRA Can Avoid Extinction
The Parkland students are showing us the resiliency and brilliance of the millennial generation and will no doubt crush the unreasonable parts of the gun rights movement. So what is the NRA to do? → Read More
Marijuana, cocaine, opioids: How to broach drug use with clients
What — if anything — should an advisor do if a client is abusing illicit substances? → Read More