![]() Carolyn McClanahan, Director of Financial Planning, Life Planning Partners.
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Summary: The very nature of the word planning connotes preparing for a future. As planners, we evaluate current spending and saving, provide a variety of return assumptions based on past history, and confidently tell people how much they need to save so they can retire at a certain age. It sounds so pretty and straightforward. But is it the right thing for clients?
![]() Carolyn McClanahan, Director of Financial Planning, Life Planning Partners.
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