Blog

Part One: 529 Plans - Save for Your Child’s Future and Save on Taxes

Jul 12, 2017
529 College Savings plans are state-sponsored savings plans with tax advantages that may make it easier to save for college or other post-secondary education. The plans are named after Section 529 of the…

What are Callable Bonds?

Jul 10, 2017
When selecting bonds, it is important to know if a bond is callable. If it is callable – and many bonds are – the issuer has the right to redeem the bond before its maturity date. A callable bond is a…

Most Americans Lack Confidence in Financial Advisers

Jun 15, 2017
Article published on www.planadviser.com on May 25, 2017 By Javier Simon EDITORS@ASSETINTERNATIONAL.COM In light of recent financial services scandals stealing headlines, a study by digital wealth adviser…

What Does the D.O.L. Fiduciary Rule Effective June 9 Mean for You?

Jun 13, 2017
The Department of Labor (DOL) fiduciary rule went into partial effect on June 9, 2017, and is scheduled to be fully implemented on January 1, 2018. What does it mean to you? The fiduciary law, created…

Following a Guide for Strategic College Planning

Jun 07, 2017
It's an understatement to say the process of funding a college education is complex. For starters, the cost of higher education is often a moving target, with few people paying the same price even at the…

Is a Revocable Living Trust for You?

May 22, 2017
A revocable living trust is a popular estate planning tool that you can use to direct who will manage the assets in the trust if you are ever unable to do so and how those assets are to be distributed…

What is a Registered Investment Advisor (RIA)?

May 22, 2017
U.S. News & World Report, 5/17/17 - Many investors assume their financial advisor makes recommendations based on their best interests. Unfortunately, that's not always the case. Many advisors are only…

Five Things Recent Grads Should Know About Saving for Retirement

May 18, 2017
Your income may be tight and your expenses plentiful if you’ve recently graduated from college and begun working. Between paying your living expenses and perhaps making student loan payments, there may…

Copper Leaf Financial Receives Best Financial/Investment Planning Firm Award at Burlington VT Event

May 16, 2017
Members of Copper Leaf Financial and Davis & Hodgdon Associates CPAs were on hand to receive their respective awards at Vermont Business Magazine's Best of Business (BOB) Awards ceremony May 11th at the…

Three Ways to Prepare Financially for a Natural Disaster

May 02, 2017
These three things should be part of your natural disaster plan: 1. Inventory your possessions. Using a home inventory app or written list combined with photos, videos, and receipts, create an inventory…