After a lifetime of saving, spending money doesn't come easy to some.
5 things to do in 2017, assuming tax-reform legislation becomes law
New rates contain an unpleasant surprise for married couples who make between $600,000 and $1 million.
Brokers set up as partnerships or contractors could use pass-throughs, but employee-channel brokers could not.
Owners and developers of commercial real estate stand to gain from a new tax break for pass-through entities.
Normann Financial Group's four advisers will work in the independent channel.
Taxpayers will be able to deduct state income taxes or state sales taxes in addition to property levies — up to a $10,000 cap.
The move is the second high-profile private banking departure in two weeks.
Lawmakers still need to get a cost analysis of their agreement, so it's not yet definite, according to a source.
Fears of Amazon's Alexa as adviser push Fidelity and others to compete in an increasingly automated world.
