Jan 14, 2021
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…
Jan 05, 2021
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…
Dec 24, 2020
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…
Dec 22, 2020
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…
Dec 21, 2020
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…