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7 Things to Know About Preferred Stocks

May 08, 2018
Many investors are familiar with common stock, the more widely held type of stock, but may not know nearly as much about preferred stock. Although both types of stock represent partial ownership in a company,…

Whealthcare Announces New Blog to Help Older Adults and Their Families

Apr 26, 2018
Chris Heye, Co-Founder of Whealthcare Planning, has announced the launch of their new blog. Whealthcare Planning is a comprehensive cloud-based platform designed to enable individuals and families more…

New Medicare Cards: What You Need to Know

Apr 24, 2018
Beginning in May, the Centers for Medicare & Medicaid Services (CMS) will begin mailing new identification cards to beneficiaries. The Medicare cards have been redesigned to help reduce the potential for…

3 Things to Know About Emergency Funds

Apr 12, 2018
There are 3 important things you should know about emergency funds: 1. How much to save. The rule of thumb is to save at least enough to cover three to six months of living expenses. If you think it may…

Charitable Trusts Part II: Charitable Lead Trusts

Apr 12, 2018
Funding a charitable trust can help you provide financial support to the charitable causes you care about, as well as pursue personal financial objectives. We are highlighting two types of charitable trusts…

Charitable Trusts Part I: The Charitable Remainder Trust

Apr 11, 2018
Funding a charitable trust can help you provide financial support to the charitable causes you care about, as well as pursue personal financial objectives. Two types of charitable trusts – the charitable…

Navigating Volatility in the Stock Market

Apr 05, 2018
Although fluctuations in stock prices are a normal part of investing, a sharp drop in the stock market can be unsettling. These tips might help. Remember that stocks are a long-term investment.Stock prices…

Copper Leaf Financial Wins 2018 VBM Best in Business Award for Best Financial Planning/Investment Firm

Apr 03, 2018
Copper Leaf Financial is honored to be voted as the Vermont Business Magazine (VBM) 2018 BOB Award Winner for "Best Financial Planning/Investment Firm" for the 2nd consecutive year! VBM's "Best of Business"…

10 Things to do with a Bonus or Other Windfall

Mar 29, 2018
1. Invest it. A bonus or other windfall has the potential to make a lasting impact on your life if you use it to help reach your financial goals. Remember, even modest amounts that you invest today have…

What Does It Cost to Raise a Child?

Mar 28, 2018
Raising a child can be expensive. There is the cost of child care. Health care. Food and clothing. A larger home. College. What is it all going to run you? If you’ve ever wondered what it costs to raise…