Blog

Financial Costs and Payment Options for Senior Care

Dec 01, 2021
As you're weighing senior care options for yourself or an elderly loved one, the cost is likely a top deciding factor. Depending on what level of care your loved one needs, charges vary widely from the…

College Savings Planning Tips

Nov 30, 2021
Planning for the expense of college presents many challenges – some obvious, others not so much. The amount is typically unknown until shortly before attendance will begin (and in some cases, can change…

Estate Planning Checklist Now Available

Nov 23, 2021
Estate Planning considerations are an act of love. If something were to happen to you tomorrow – whether it be death or incapacitation - will your loved ones know where to go to find what they will need…

How TIPS Can Boost Retirement Readiness

Nov 22, 2021
The recent surge in inflation shows how the cost of goods and services can increase quickly and unexpectedly. To help plan participants maintain a stable standard of living in retirement, plan sponsors…

Virtual Townhall: 2022 Market Preview with Larry Swedroe

Nov 17, 2021
2022 Market Preview with Larry Swedroe Thursday, December 2nd, 12-1pm ET:Guest: Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners Is there a path to investment success in 2022? 2021…

Other Ways to Fund a Roth Account

Nov 11, 2021
Even if your income is too high to contribute directly to a Roth IRA, you may still be able to fund a Roth retirement account. Here are three options to consider. Contribute to a Roth 401(k) at work. Roth…

Copper Leaf Financial’s Guide to Charitable Giving and New Fillable Worksheet are Now Available Online

Oct 27, 2021
Copper Leaf Financial’s workbook “Guide to Creating Your Charitable Giving Statement” was created to act as a guide for our clients. We use this guide to assist them with organizing their charitable giving…

Your Master List: A Guide for Your Family, Agent, and Executor

Oct 22, 2021
If you were to become incapacitated or die tomorrow, would your spouse, agent (the person you granted power of attorney), or executor be able to easily take over your financial affairs? Would they know…

Virtual Townhall: Trust Planning - What Every Family Should Know About Trusts

Oct 14, 2021
Virtual Townhall: Trust Planning - What Every Family Should Know About TrustsTuesday, November 16th12:00pm - 1:00pm EST Guest: Rebecca Halvorson, Senior Vice President and Managing Director of Business…

Planning Opportunities in Today’s Housing Market

Oct 13, 2021
Shelter, a general necessity of life, has yielded impressive gains over the recent past. Home pricesin major metropolitan areas are up an average of 18.6% over the 12 months ending in June (asmeasured…