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Charitable Trusts Part II: Charitable Lead Trusts

Apr 12, 2018
Funding a charitable trust can help you provide financial support to the charitable causes you care about, as well as pursue personal financial objectives. We are highlighting two types of charitable trusts…

Charitable Trusts Part I: The Charitable Remainder Trust

Apr 11, 2018
Funding a charitable trust can help you provide financial support to the charitable causes you care about, as well as pursue personal financial objectives. Two types of charitable trusts – the charitable…

Navigating Volatility in the Stock Market

Apr 05, 2018
Although fluctuations in stock prices are a normal part of investing, a sharp drop in the stock market can be unsettling. These tips might help. Remember that stocks are a long-term investment.Stock prices…

Copper Leaf Financial Wins 2018 VBM Best in Business Award for Best Financial Planning/Investment Firm

Apr 03, 2018
Copper Leaf Financial is honored to be voted as the Vermont Business Magazine (VBM) 2018 BOB Award Winner for "Best Financial Planning/Investment Firm" for the 2nd consecutive year! VBM's "Best of Business"…

10 Things to do with a Bonus or Other Windfall

Mar 29, 2018
1. Invest it. A bonus or other windfall has the potential to make a lasting impact on your life if you use it to help reach your financial goals. Remember, even modest amounts that you invest today have…

What Does It Cost to Raise a Child?

Mar 28, 2018
Raising a child can be expensive. There is the cost of child care. Health care. Food and clothing. A larger home. College. What is it all going to run you? If you’ve ever wondered what it costs to raise…

Which is Better – Individual Bonds or a Bond Fund?

Mar 26, 2018
Which type of bond is better? The answer to this question will depend on what you are looking for in your investment. Preservation of PrincipalIf preserving principal is high on your list of goals, individual…

Financial Tips for Newlyweds

Mar 26, 2018
Here are a few tips to help you and your new spouse get your finances in order after your wedding. Update your beneficiaries. Consider updating the beneficiary on your bank, retirement, and investment…

6 Ways to Simplify Your Finances

Mar 22, 2018
Does managing your finances take too much time and effort? There may be things you can do to simplify your finances and free up more of your time. Here are a few ideas. Automate saving.One surefire way…

Things to Consider Before You Purchase Long-Term Care Insurance

Mar 21, 2018
One of the greatest risks to your finances in retirement may be the cost of long-term care (LTC) and for some people LTC insurance is a good option but before you decide to do so, there are some things…