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Author: Jennifer

Retirement Plan Sponsors Could Expand Financial Wellness Programs in 2024
Articles & Insights

Retirement Plan Sponsors Could Expand Financial Wellness Programs in 2024

In a recent article from www.plansponsor.com REMY SAMUELS explores what…

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4 Financial Best Practices for Year-End 2023
Articles & Insights

4 Financial Best Practices for Year-End 2023

With so many year-end tasks to attend to it’s difficult…

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Year-End Tips to Reduce Your 2023 Taxes: You Must Act Soon
Articles & Insights

Year-End Tips to Reduce Your 2023 Taxes: You Must Act Soon

You may be able to reduce your 2023 taxes if…

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SHRM: Generation Z Eyes Early Retirement, Wants Personalized 401(k) Advice
Articles & Insights

SHRM: Generation Z Eyes Early Retirement, Wants Personalized 401(k) Advice

In a recent article from SHRM, Kathy Gurchiek explores the…

Read More SHRM: Generation Z Eyes Early Retirement, Wants Personalized 401(k) AdviceContinue

What You Can Do Now to Prepare for the FAFSA 2024-25 Application
Articles & Insights

What You Can Do Now to Prepare for the FAFSA 2024-25 Application

Copper Leaf Financial Associate Wealth Advisor Jackie Winkler has published…

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401(k) Plan Sponsors: Have You Met Your Fiduciary Requirements?
Articles & Insights

401(k) Plan Sponsors: Have You Met Your Fiduciary Requirements?

In the event of an audit, it is critical that…

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Q4 2023 Quarterly Outlook: Economy is Strengthening Yet Risks Linger
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Q4 2023 Quarterly Outlook: Economy is Strengthening Yet Risks Linger

In their new quarterly outlook summary for Q4 our partners…

Read More Q4 2023 Quarterly Outlook: Economy is Strengthening Yet Risks LingerContinue

401(k) Plan Sponsors Should Be Prepared When a Cybersecurity Issue Occurs
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401(k) Plan Sponsors Should Be Prepared When a Cybersecurity Issue Occurs

In a recent article from www.plansponsor.com ELIZABETH HARRIS shares some…

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Ashlee Solarczyk CFP®, CWS® Joins Copper Leaf Financial
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Ashlee Solarczyk CFP®, CWS® Joins Copper Leaf Financial

WILLISTON, Vt., October 16, 2023 – Ashlee Solarczyk has joined…

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Retirement Plan Benefits: Unlock Employee Potential with a Total Rewards Program
Articles & Insights

Retirement Plan Benefits: Unlock Employee Potential with a Total Rewards Program

Employers are adding holistic benefits and introducing programs designed to…

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What Does New Hollywood Film Teach Us About Get Rich Quick Stories?
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What Does New Hollywood Film Teach Us About Get Rich Quick Stories?

The new Pete Davidson and Seth Rogen film Dumb Money…

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4 Reasons Why Plan Fiduciaries Should Benchmark Their Company’s Retirement Plan This Year
Articles & Insights

4 Reasons Why Plan Fiduciaries Should Benchmark Their Company’s Retirement Plan This Year

How does your company’s plan compare to the rest? Benchmarking…

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Retirement Plan Sponsors Could Expand Financial Wellness Programs in 2024

READ MORE Retirement Plan Sponsors Could Expand Financial Wellness Programs in 2024

4 Financial Best Practices for Year-End 2023

READ MORE 4 Financial Best Practices for Year-End 2023

Year-End Tips to Reduce Your 2023 Taxes: You Must Act Soon

READ MORE Year-End Tips to Reduce Your 2023 Taxes: You Must Act Soon

SHRM: Generation Z Eyes Early Retirement, Wants Personalized 401(k) Advice

READ MORE SHRM: Generation Z Eyes Early Retirement, Wants Personalized 401(k) Advice

What You Can Do Now to Prepare for the FAFSA 2024-25 Application

READ MORE What You Can Do Now to Prepare for the FAFSA 2024-25 Application

401(k) Plan Sponsors: Have You Met Your Fiduciary Requirements?

READ MORE 401(k) Plan Sponsors: Have You Met Your Fiduciary Requirements?

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