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ABLE Accounts at a Glance

Aug 18, 2016
Americans with disabilities and their families often face a myriad of financial challenges, but they will soon have a new financial vehicle allowing them to save for expenses and enjoy tax-free growth…

Achieving a Better Life Experience (ABLE) Accounts: A New Savings Option for People with Disabilities

Jul 25, 2016
Modeled after 529 college savings accounts, ABLE Accounts will offer tax advantages for people with disabilities. Here are answers to common questions about the new accounts. What is an ABLE account? As…

Simplify Your Finances: Banking

Jul 20, 2016
Looking to simplify your life so you have more time to do what you love? Start with your banking habits. Use direct deposit for all your income. There is no need to make a trip to the bank and wait in…

Rebecca Fetterman Joins Copper Leaf Financial

Jul 11, 2016
WILLISTON, Vt., July 11, 2016 – Rebecca Fetterman has joined Copper Leaf Financial (CLF) as a Client Services Associate.  Rebecca is a graduate of Endicott College in Beverly, Massachusetts.  She has over…

Simplify Your Finances: Investing

Jul 06, 2016
Investing Consolidate your retirement accounts. If you have retirement accounts with former employers, consider consolidating them in an IRA or your current employer’s retirement plan. Fewer retirement…

8 Things Baby Boomers Need to Know About RMDs

Jun 30, 2016
Required Minimum Distributions, often referred to as RMDs, are amounts that the U.S. federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans.…

Two Reasons You Should Invest Globally

Jun 22, 2016
Adding international investments to your portfolio offers two potential benefits: diversification and growth. 1. Diversification. Because U.S. and international markets sometimes experience ups and downs…

Critical Financial Considerations When You Leave a Job

Jun 14, 2016
Tips to help you make the most of your retirement savings, stock options, and employee benefits when you leave a job. Whether you are switching jobs or retiring, you may be faced with several financial…

Three Ways to Get Your Federal Student Loans Forgiven

Jun 07, 2016
If you’re like most people, your student loans probably feel like a ball and chain. Every month, you dutifully make a payment knowing that you’ll be making that same payment next month, the month after…

A Guide to Planning Your Estate: Protect Your Loved Ones (Part Two)

May 25, 2016
Tips on how to help protect your loved ones’ financial future, as well as your own. Get your beneficiary designations in order. Several types of assets, such as life insurance and assets held in financial…