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Financial Planning Focus
Investment Management
Special Release

All the Single Ladies: Planning Strategies for Single Women

By Angela Baker, JD, CFP®, CLTC, CASL®

Growing old in America is not for the faint of heart.

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No One Likes A Loser: The Impact of Loss Aversion on Investment Decision-Making

By Phil Beckner, CFA®

Suppose I offered you the chance to win $50 on the flip of a coin. If the coin lands heads, you win!

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Client Question: Standard or Itemized Deduction Differences, Federal vs. State

By Andrea Brashears-Lusk, CFP®

Q. Is it possible to take the standard deduction on the federal tax return, but use itemized deductions on the state tax return?

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