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Interest-rate, tax changes expected to dominate financial planning in 2017

Experts say financial planners and investors will be focused on interest-rate increases that will make fixed-income investments more attractive, as well as proposed changes to estate and income taxes. InsuranceNewsNet online (12/29) 

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An adviser checklist for tax returns

It's tax season and a good time for advisers to check client tax returns. Three advisers who are also certified public accountants offer nine suggestions that merit special attention. InvestmentNews

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