Solo 401(k) Plans for Owner-Only Businesses
What is a Solo 401(k)?A Solo 401(k) is for owner-only…
LGBTQ Families: Tips to Better Protect Your Financial Future
Copper Leaf Financial Associate Wealth Advisor Jackie Winkler has published…
Veto Override Impacts Vermont Property Tax and Short-term Rentals
Vermont Public | By Lola Duffort, June 17, 2024 Vermont…
Understanding the Unique Challenges for Women Navigating Finances
Women are making significant strides in career advancement, education, and…
Boosting Profits and Savings: 5 Tax Strategies for Business Owners
For business owners, striking a balance between operating costs and…
Meet the Wealth Advisor: Ashlee Solarczyk
Our latest staff spotlight is on Ashlee Solarczyk! Ashlee is…
Maximize Your Savings: Tax Credit Opportunities for New 401(k) Plans
Retirement planning is essential to your future financial security, and…
Embracing Sustainability: Integrating Eco-Friendly Practices Into Your Financial Habits
Jackie Winkler, Copper Leaf Financial Associate Wealth Advisor has a…
The Cost of Financial Stress
For employers, there is much to be gained from helping…
The Future of 401(k) Plans
In a recent article from ALM Benefits Pro Scott Wooldridge…
2024 Compliance Calendar for 401k Plans
Click here to view our compliance calendar for 2024 which…
Evaluating the Health of Your Company’s Retirement Plan
As you look back on 2023, how effective was your…