Archives

Williston Vermont Event: Money Date Night

Jan 22, 2020
Build a stronger relationship with healthy financial conversations! Copper Leaf Financial is very excited to present our 3rd in a series of "Roundtable discussions" in our Williston, Vermont office. Money…

What To Do With Your 401k When You Leave a Job: Option One

Jan 21, 2020
Deciding what to do with the money in your old 401(k) account is an important decision, and it begins with understanding your options. When you change employers or retire, it’s important to understand…

How to Kick Start Your Financial Goals

Jan 15, 2020
The start of a new year is a natural time to set new goals. Here are a few tips to help you define your financial goals and begin your journey toward them. Be specific. Once you’ve identified your goals…

You, Your Retirement, and the SECURE Act

Jan 07, 2020
On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.     The SECURE Act provides a mixed bag of incentives and obligations for retirement…

Bond Yields: Measuring the Returns on a Bond

Jan 02, 2020
Yield is an important measurement to understand when selecting bonds. And if you’ve ever shopped for bonds before, you’ve probably noticed that yield is measured in a few ways. Here are some of the most…