Memory Mindfulness Educational Series Comes to South Burlington Vermont

Jan 16, 2018
Jarrett & Luitjens and TLC Homecare are offering a free educational series on the topic of "Memory Mindfulness". Register for one or all three! Details are below. RSVP to Seating is limited.  

The Lessons From 2017 Can Sharpen Your Focus In The New Year

Jan 01, 2018
One of the first things a new year gives us is the opportunity to reflect. We look back and feel warmth from our positive experiences, pride from our personal successes, and emboldened from our near misses…

Happy Holidays from the Copper Leaf Team

Dec 19, 2017
Wishing you peace, prosperity and joy this holiday season as we look forward to 2018 with excitement! From left to right: Michael Thompson, Bret Hodgdon, Kathryn Diedrichsen, Jennifer Krause, Rebecca…

Cultivating Gratitude In Your Life

Nov 21, 2017
This is the time of year marked by giving thanks for what is most meaningful to us. Expressing gratitude not only can make someone feel good in the season but researchers say it can have longer-term positive…

Investing in Real Estate with REITs

Nov 09, 2017
What is REIT? A REIT is a company that pools money from investors to buy or finance real estate and that is required to distribute at least 90% of its taxable income to its investors every year. As a…

Tax Tips for Deduction of Charitable Giving

Nov 08, 2017
Posted by Davis & Hodgdon Associate CPAs, November 7, 2017. 'Tis the season for giving thanks! The holidays are upon us prompting many to consider charitable giving. Before moving forward review these…

Follow-up to Equifax Data Breach

Sep 26, 2017
Since the Equifax data breach was publicly announced on Sept. 8, follow-up questions have been rolling in. To that end, we wanted to provide some additional guidance and updates to help clients navigate…


Sep 12, 2017
On Friday, Equifax, one of the major credit reporting bureaus, issued a press release announcing that on July 29 it had discovered “unauthorized access” to data belonging to as many as 143 million U.S.…

Bigger Isn't Always Better When it Comes to Financial Advice

Sep 06, 2017

This Is What Good Financial Planners Do

Sep 06, 2017
Published at   By MEG BARTELT, MSFP, CFP®, President | Flow Financial Planning, LLCJune 2017. People…