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Build a stronger relationship with healthy financial conversations! Copper Leaf Financial is very excited to present our 3rd in a series of "Roundtable discussions" in our Williston, Vermont office. Money…

Deciding what to do with the money in your old 401(k) account is an important decision, and it begins with understanding your options. When you change employers or retire, it’s important to understand…

The start of a new year is a natural time to set new goals. Here are a few tips to help you define your financial goals and begin your journey toward them. Be specific. Once you’ve identified your goals…

On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.     The SECURE Act provides a mixed bag of incentives and obligations for retirement…

Yield is an important measurement to understand when selecting bonds. And if you’ve ever shopped for bonds before, you’ve probably noticed that yield is measured in a few ways. Here are some of the most…

‘Tis the season! A Chittenden County Vermont family of four (connected to the firm through the organization Steps to End Domestic Violence, formerly Women Helping Battered Women) was selected anonymously…

If you have highly appreciated company stock in your 401(k) plan, you may be able to reduce the eventual taxes on that stock by moving it to a taxable account rather than an IRA when you retire or change…

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…

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…

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…