Blog

State Designates Copper Leaf Financial as Vermont Green Business

May 23, 2016
WILLISTON, Vt., May 24, 2016 –Copper Leaf Financial (CLF), located in Williston, has been named a Vermont Green Business by the state of Vermont for their environmental stewardship and sustainability efforts.…

It Might Be Time to Revisit Your Social Security Claiming Strategy

May 16, 2016
Recent rule changes have forced many to reconsider their SS claiming strategy, however, if you are the right age, there may still be time to implement them before the window of opportunity closes for good. Married…

Answers to Common Questions about IRAs

May 02, 2016
Using an individual retirement account (IRA) to build your retirement nest egg can be a tax-savvy move. Here are some answers to commonly asked questions about IRAs; your tax and financial advisors can…

Financial Advice for Engaged Couples and Newlyweds

Apr 25, 2016
To help ensure a smooth start to your financial life together, we offer some general tips for newlyweds and engaged couples to help get your finances in order, save money, and build a strong financial…

Ten reasons to Consider a 529 Plan

Apr 18, 2016
529 college savings plans have helped millions of families save for college and at the same time lower their tax liability. Depending on your personal financial situation, this could be an excellent solution…

Financial Resolution for the New Year: Review Your Estate Plan

Apr 18, 2016
To help your estate plan stay in sync with changes in your family, finances, and the law, it is a good idea to review your estate documents (wills, trusts, powers of attorney, health care proxies, and…

2016 Quarter One Market Results: Stay the Course and Keep a Long-term Mindset

Apr 14, 2016
The 2016 first quarter global and U.S. market performance results are in! You can easily access the quarterly review newsletter now published by clicking here. When markets fall even the most experienced…

Financial Resolution for the New Year: Review Your Insurance

Apr 04, 2016
It may be time for a professional review of your life insurance and disability insurance needs if it has been a while since your last review, or if a major change (marriage, birth, new home, significant…

Financial Resolution for the New Year: Rebalance Your Portfolio

Mar 28, 2016
How your portfolio is allocated among stocks, bonds, and cash investments can change over time due to differences in performance among the various asset classes. When your actual allocation strays too…

Financial Resolution for the New Year: Assess Your Asset Allocation

Mar 21, 2016
Asset allocation represents how your assets are diversified across different investment types. Is your mix of stocks, bonds, and cash investments still appropriate for your goals, time frame, and risk…