On your federal income tax return, you are asked to choose a filing status. For some taxpayers, the choice is clear. But if your marital status changed recently or more than one filing status applies to…

A 2015 report by the U.S. Department of Health & Human Services estimates that about half (52%) of Americans turning age 65 today will require long-term care services at some point in their lives. Long-term…

Year-end planning for 2020 takes place against the backdrop of a turbulent year for businesses. The following is a brief overview of many year-end tax saving strategies incorporating the implications of…

This year, the staff at Copper Leaf Financial and Davis & Hodgdon held a holiday gift drive for families in need, as is our tradition every year! Our Williston, Vermont staff bought gifts for children…

Webinar: Breaking Money Silence® to Achieve Gender Parity Thursday, January 21, 2021Time: 12:00PM – 1:00PM ESTVirtual Zoom Meeting Sixty-one percent of women would rather talk about their own death then…