Blog

Make an impact beyond your lifetime: Is it time to consider a charitable trust?

Aug 08, 2022
There may come a time in your life when you consider the legacy you will leave for others. If you are fortunate to have accumulated enough wealth to meet your needs for as long as you are alive, then …

Two Financial Gift Ideas for College Grads

Aug 01, 2022
Know someone who is graduating from college this year? Here are two ideas for gifts that can help your graduate build a secure financial future. 1 Contribute to their IRA. Have you ever wished that…

Tax-Loss Harvesting: Making Lemonade out of Lemons

Jul 25, 2022
Like kingdoms, tides and my teenage daughter’s emotions, the stock market rises and falls. Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side,…

Managing Your Digital Legacy

Jul 18, 2022
We are all familiar with the benefits estate planning can provide. By clearly defining how we want our loved ones taken care of after we pass, wills and trusts help ensure a safe and secure transfer of…

Virtual Townhall: VCLF: Innovatively and Equitably Providing Access to Funding

Jul 13, 2022
VCLF: Innovatively and Equitably Providing Access to Funding Wednesday, August 17th, 12-1pm ET Registration Link: https://lu.ma/vo9op2p9 Guests from the Vermont Community Loan Fund: Will Belongia, Executive…

3 Things to Know About Disability Insurance

Jul 11, 2022
Disability insurance is designed to replace part of your income for a period of time when you are too sick or injured to work. The benefit payments you receive can help you cover your living expenses. There…

Five Ways to Pay for College

Jul 11, 2022
Copper Leaf Financial Wealth Advisor Breanna Sykes has published a new article on LinkedIn that includes some important college funding considerations that should be addressed sooner rather than later…

Is a Recession Coming?

Jun 21, 2022
With negative returns in several asset classes and rumors of the Fed's interest rate campaign putting further pressure on the stock market, some economists are calling for a recession. But what does that…

Choosing the Right Retirement Plan for Your Business

Jun 09, 2022
A retirement plan is a great way for business owners and self-employed individuals to build wealth for retirement. Retirement plans are also a useful method to attract and retain better employees. Most…

Virtual Townhall: Establishing Trusts for Special Situations

Jun 09, 2022
Establishing Trusts for Special Situations Tuesday, July 19th, 12-1pm ET Registration Link: https://lu.ma/4f4utt7a  Trusts and the right kind of trustee could play an important role in your family’s…