Blog

On March 27, 2020, Congress responded to the COVID-19 emergency by adopting H.R. 748, also known as the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), the most massive economic recovery…

During this unprecedented and distressing time, it is important to do our best to remain confident and optimistic for the future. Which means still planning ahead for things like retirement. If you have…

When it comes to designing your estate plan, there are a variety of tools to choose from. Wills, trusts, powers of attorney, and other legal documents can all be used to create a plan that addresses your…

The month of April is loaded with tax-related deadlines. Here are some of the key ones affecting individuals. Contribute to an IRA. You have until April 15, 2020 to contribute to an IRA for 2019 – and…

To avoid a surprise tax bill or penalty at tax time, the IRS recommends that you check your tax withholding in the early part of every year, when the tax law changes, and when you notice one of the following…

A fiduciary is bound to the highest legal and ethical duty and requires acting in another’s best interests. We’re always fiduciaries. That’s our business. Unlike commissioned, or fee-based financial advisors,…

The latest in the Copper Leaf Roundtable event series, "Money Date Night", did not disappoint!ICF Certified Coach and Podcast Host Lindsey Lathrop and Michael L. Thompson, CAP®, AIF® led an insightful…

There are a few things to consider when it comes to freezing your credit report: 1. A credit freeze restricts access to your credit report, making it more difficult for identity thieves to open new accounts…

The start of a new year is a natural time to set new goals. Here are a few tips for defining your goals and begin your journey toward them. Be specific. Once you've defined your goals - new home, college…

The cost of college continues to rise - we have 3 tips for reducing the cost of it. Choose an accelerated degree program. If the student plans to pursue an undergraduate degree and a graduate degree,…