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From better management of their practices to personal planning, Karl Byrd focuses on taxes, asset allocation and debt reduction.

Wealthy clients are more likely to be sued, but excess personal liability insurance doesn't have to cost a fortune.

With 401(k) plans shouldering more retirement dreams, several industry professionals are pushing to change the system.

The taxation of Social Security benefits is uber-complicated, but savvy planning can pay off for select clients.

Coaxing and coaching investors spooked by bad times, and remembering that good times don't last forever

Encouraged by strengthening fundamentals, ETF investors rode calculated risks to fatter returns in early 2012.

Planning for retirement is a process, not an event, and requires all of your investment savvy.

Is there a better way to regulate financial planners? Here's your chance to suggest improvements that could set the profession on a better course.

Are you purposefully and holistically managing each touch point a client has with you, your staff and your firm?

Getting ready to exit your business is all about building value and timing. Here's how to transition effortlessly and smartly.