Don't let cognitive decline derail your finances

Carolyn McClanahan discusses how investors and advisors can protect against negative consequences

Christine Benz 14 June, 2019 | 5:35AM

 

 

Christine Benz: Hi, I'm Christine Benz for Morningstar. I'm here at the Morningstar Investment Conference, and I'm delighted to be joined today by Carolyn McClanahan. She is cofounder of Whealthcare Planning and she is going to be talking to us today about cognitive decline and how individual investors and potentially financial advisors who are assisting them can help assist their clients in protecting against cognitive decline affecting their financial plans.

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About Author

Christine Benz

Christine Benz  Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz.

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