Carolyn McClanahan

Director of Planning

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.

Coronavirus

Benefits Think Coronavirus: What clients and advisers need to know

We can all play a part in preparing for this and future outbreaks.

By Carolyn McClanahan

March 10

Retirement benefits

Benefits Think 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.

By Carolyn McClanahan

February 5