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5 Things to Know About Charitable Gifts That Pay You Income

Apr 15, 2021
A type of charitable gift known as the income gift can help you fulfill your philanthropic goals and generate an income stream for yourself or others. Here are five things to know about gifts that pay…

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall

Apr 13, 2021
Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall Thursday, May 2012pm-1pm Via Zoom Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment…

Test Your Knowledge of Roth IRAs

Apr 08, 2021
There are two main types of individual retirement accounts: Roth IRAs and traditional IRAs. Here is an opportunity to see how much you know about Roth IRAs and the tax benefits they offer. True or False:…

Saving for Medical Expenses in Retirement With a Health Savings Account

Apr 01, 2021
If you are covered by a high-deductible health plan (HDHP), you may be eligible to contribute to a health savings account (HSA) – a type of account with tax advantages that makes it possible for you to…

Long-Term Care Considerations Resulting from the Pandemic

Mar 23, 2021
Long-term care (LTC) is something you may need someday for assistance with the basic activities of daily living. Planning for its costs now may help you afford quality care in the future and reduce the…

Types of U.S. Treasury Securities

Mar 18, 2021
The U.S. Treasury issues several types of securities, each backed by the full faith and credit of the U.S. government and offering interest income that is exempt from state and local income taxes. Here…

Webinar: The Biggest Mistakes Investors Make and How to Avoid Them

Mar 11, 2021
Larry Swedroe: The Biggest Mistakes Investors Make and How to Avoid Them Tuesday, April 13 12pm-1pm Via Zoom Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring friend…

What Is Evidence-based Investing and Why Should You Care?

Mar 11, 2021
As fiduciaries we are bound to act in the best interests of our clients. As part of that commitment we take an evidence-based approach to their investment portfolio with a special focus on understanding…

Beware: Do Not Discard the Second Round of Stimulus Debit Cards

Mar 08, 2021
The second round of stimulus checks is on their way! Some are being issued on prepaid debit cards or EIP Cards.  If you find a debit card in your mailbox, do not be too quick to think it is junk mail…

When You Lose a Spouse

Mar 04, 2021
Whether it is something you’ve known has been coming or is out of the blue and unexpected, losing a spouse is something very difficult to prepare for and the grief affects each of us differently. This…