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. Read More
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! Read More
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? Read More