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Linda Lubitz Boone helps affluent clients move forward when their lives are at a crossroads.

Although tax laws are more uncertain than ever, waiting to make estate planning moves could be costly.

Julie Ragatz teaches planners how to make ethical decisions in the workplace and in the marketplace.

FYI, there's a dizzying array of planner names and designations - and no one title describes everything clients want.

Advisors of the future are gravitating toward financial planning programs. Here are the schools on many students' short lists.

Education and ethics have matured along with the planning profession.

When volatility gripped the markets, investors decided they would rather stash their savings in government debt, downgrade or no downgrade.

How healthy is your practice? Tracking key metrics and comparing them over time is a vital part of any checkup.

Dropping less-than-ideal clients will make you more productive and allow you to build a more suitable practice.