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Deciding between a home equity line of credit and cash out refinance mortgage has gotten more complicated following the recently passed tax overhaul.
January 9
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With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.
January 9
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The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.
January 9
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It’s not easy, but advisors who believe they were wronged can request their records be expunged, an expert says.
January 9
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While the ranks of women who hold the certification surged, they still make up only 23% of the pool.
January 8
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Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.
January 8
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The regulator outlined the top priorities for 2018 examinations.
January 8
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Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.
January 5
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New digital currencies are subject to little or no regulation, the investor protection watchdog cautions.
January 5
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The advisor claimed the bank placed a slanderous statement in his form U5, preventing him from finding a new job.
January 5
