Blog

Year-End Planning Tip: Bunch Your Medical and Dental Expenses

Dec 04, 2019
If you itemize deductions, you can deduct the amount of your unreimbursed medical and dental expenses that exceeds 10% of your adjusted gross income (AGI). For example, if your AGI is $100,000, you can…

Year-End Planning Tip: Bunch Your Charitable Gifting

Nov 20, 2019
If you normally claim the standard deduction instead of itemizing deductions, you may want to consider whether bunching the charitable contributions you would typically make over two years into one year…

6 Tips for Giving and Receiving Gift Cards

Nov 19, 2019
Gift cards are a popular and convenient way to give someone a gift, but sometimes things can go wrong. These tips from the Federal Trade Commission (FTC), America’s consumer protection agency, may help…

Three Things to Know About Naming Beneficiaries

Nov 14, 2019
Naming your beneficiaries is an important step in the estate planning process and there are a few things you should know about it: Beneficiary designations take precedence over other estate planning…

FAFSA Advice for College-Bound Kids

Oct 28, 2019
Parents with college bound kids should not delay! The U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA) helps families determine what and how much financial aid is available…

Planning for a Family Member with Special Needs

Oct 22, 2019
Giving money directly to an individual with special needs may jeopardize his or her eligibility for government benefits. There are ways, however to contribute to the individual’s long-term financial security…

Williston Vermont Event: Smarter Charitable Giving

Oct 08, 2019
Be smarter with your charitable giving efforts this holiday season! Copper Leaf Financial is very pleased to present our second in a series of "Roundtable discussion" events this fall: Smarter Charitable…

Williston Vermont Event: Impact Investing

Oct 03, 2019
We are very pleased to present our first in a series of "Roundtable discussion" events this fall: "Impact Investing: Introduction to ESG, SRI, and Gender Lens Investing" Join us for an intimate discussion…

How to Protect Your Finances: Protect Your Family with Life Insurance

Sep 26, 2019
In this series of blog posts we continue to provide tips to help protect your finances. In this post we cover the importance of protecting your family’s financial security with life insurance. If there…

How to Protect Your Finances: Protect Your Retirement Savings by Planning for Long-Term Care

Sep 19, 2019
In this series of blog posts we continue to provide tips to help protect your finances. In this post we cover the importance of protecting your retirement savings by planning for your long-term care. One…