Blog

Financial Resolution for the New Year: Live Within Your Means

Feb 15, 2016
The surest way to build wealth is to spend less money than you bring in. The first step is to create a budget by examining your income and expenditures in order to determine exactly how much money you…

Financial Resolution for the New Year: Make a Plan

Feb 08, 2016
Whenever you head out on a journey to an unfamiliar destination, it is a good idea to consult a map or a GPS. The same holds true for your financial goals. After identifying your goals, it is a good idea…

Financial Resolution for the New Year: Start Saving Early

Feb 01, 2016
Save, save, save. There is no time like the present to begin saving for unexpected expenses, retirement, and your other goals. The earlier you begin to save, the more stable your future will be in the…

Quarter Four Market Results: Stay the Course; Balanced and Diversified

Jan 19, 2016
The fourth quarter global and U.S. market performance results are in! Copper Leaf Financial’s review of the quarter’s market performance is now published and available to view online. Simply click here. Simply…

Financial Planning Tips: Retirement

Dec 21, 2015
With a little planning, retirement can be a time to enjoy the good things in life. Three retirement planning musts: Take full advantage of retirement investment options. Make the most of everything your…

Financial Planning Tips: "Life Emergencies"

Dec 09, 2015
Preparation and a solid plan may provide a financial safety net at a time when it’s most needed.  Unemployment. Having a rainy day fund can be an enormous help in warding off financial disaster. Your…

Financial Planning Tips: Marriage and Parenthood

Dec 02, 2015
Getting married and having children are as much financial milestones as emotional ones. Marriage. A few questions you should consider before (and shortly after) the wedding: Do you need a prenuptial…

Financial Planning Tips: Home Ownership

Nov 09, 2015
Following are 7 tips for keeping your dream of buying a home from turning into a nightmare. Decide first whether this is the right time to buy. Investigate financing early on. Shop around for the best…

3 Tips for Financing Your Child's College Education

Nov 04, 2015
1) Start Early. The key to any college investment plan is to allow enough time for your money to work for you. 2) Maximize Your Return. Create a diverse investment strategy that takes into account the…

Financial Planning Tips: As You Begin Your Career

Oct 28, 2015
Following are vital tips – whatever your career, whatever your income. (1) Understand your benefits package. That includes health insurance, pension plans, savings options, life and disability insurance.…