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Financial planning news from around the web: Dec. 3 – 7, 2018

Written on Dec 4, 2018

In case you missed them, here are some recent interesting financial planning news items from around the web.

Tax law dilutes this important break after year-end
The 2017 tax law has made planning around medical expenses by the end of this year imperative for financial advisers. Taking a deduction for out-of-pocket medical expenses will face a higher bar after this year.

Ohioans may see slightly more money in paychecks with tax change
Coin purses may be heavier in Ohio and pockets may jingle with more change thanks to a shift in how the state is honoring a three-year-old tax cut.

Survey finds financial planning most adopted technology, digital trading least
When it comes to successful adoption of technology at advisory firms, financial planning software may be leading the way. According to a survey by Redtail Technology, which makes client relationship management technology for advisers, financial planning is the most commonly used technology among advisers and their support staff.

How the new tax law affects vacation-home owners
If clients own a vacation home that they use for both rental and personal purposes, now is a good time to plan how to use it for the rest of this year with tax savings in mind. Here’s what you need to know.

Tech Corner - Holiday hacks: 6 cyberthreats to watch right now
'Tis the season for holiday crafted phishes, scams, and a range of cyberattacks. Experts list the hottest holiday hacks for 2018.

 

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