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As a Financial Life Planner, my goal is to help my clients live the fullest riches lives possible.
FORBES: We Have it ALL Wrong!
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This January marks the launch her new Circa Balanced Life Planner, a paper based system for the digital age, designed to help you make good decisions about where to spend your time.
FORBES: 3 Simple Ways to Improve Your Focus
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The most heartbreaking topic I deal with both as a physician and financial planner is the end of life discussion.
FORBES: Do Conversations Around End Of Life Really Matter?
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"A wedding marks the first day of the rest of your life, " says a dictatorial wedding planner played by Candice Bergen.
WSJ: Missing in 'Bride Wars': Wit, Invention
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She is now working with a financial planner focused on helping his clients live the high life.
FORBES: Lessons I Learned from Interviewing Over A Thousand Financial Planners
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Among them, Carolyn Rosenblatt, a nurse and lawyer, offers savvy advice on dealing with aging parents. (Professionally, she and her husband, a psychologist, counsel and mediate for families struggling with this challenge.) Physician turned financial planner Carolyn McClanahan provides compelling commentary on end of life issues.
FORBES: The Forbes Guide To Estate Planning: 2013 Update
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As a financial planner, I have seen the worry over financial devastation at end of life.
FORBES: Should We Ration End Of Life Care?