Wealth Planning

Diane Strickland says she got her first job in the financial services industry because she knew how to handle rejection over the phone.

Dear Fellow Tax and Valuation Geeks, Did you watch the swimmer Michael Phelps win eight gold medals during his historic performance in the 2008 Summer Olympics and think, I wonder how those medals would be valued on a gift or estate tax return...

Kathy Albach doesn't take messages or transfer calls as much as she used to when she first started out as a sales assistant.

When the branch manager, operations manager, administrator and one of the sales assistants left a Bloomington, Minn., Smith Barney branch at the same time, Donna Klicka stepped up to the plate.

Investing orthodoxy stipulates that advisors should choose fund managers who don’t stray from their investing style.

There are a few major things to consider as you help your clients set up 529 college savings plans.

Rates are rising, but there are ways to find good deals for your clients.

Now that open enrollment season for health insurance policy elections is almost here, it's an opportune time to help small-business clients loosen the chokehold of exorbitant premiums.