Where religion and business do mix

Talking about religion is often seen as taboo in business.

But not for some financial advisers. In fact, many of them argue that it's crucial to speak with clients about their religion or spirituality, as a way to gain a full understanding of their financial goals.

"You can't properly plan without addressing this issue," says Martin Shenkman, a Paramus, N.J., estate-planning attorney.

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