Blog

Myth: Philanthropy is for the super wealthy

Aug 15, 2018
Copper Leaf Financial's Michael L. Thompson, CAP® joins internationally published Vermont author Kathleen Burns Kingsbury for this recent "Breaking Money Silence" podcast to discuss the myth that philanthropy…

2018 VBM Best in Business Award: Best Financial Planning/Investment Firm

Jul 31, 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"…

Cybersecurity Insights: Protecting Your Child's Identity

Jul 26, 2018
Many under the age of 16 don’t have much money, a line of credit or even a job. Cybercriminals don’t care. They have made this group of youth their No. 1 target for identity theft. In this video, cybersecurity…

Ways to Catch-up on Retirement Savings: #4

Jul 11, 2018
Tip #4 for catching up on your retirement savings - it's not too late to play catch up! 4. Use taxable accounts to save additional amounts. To get on track to your savings goal, you may need to save…

Ways to Catch-up on Retirement Savings: #3

Jul 09, 2018
Tip #3 for catching up on your retirement savings - it's not too late to play catch up! 3. Begin catch-up contributions at age 50. Keep an eye on the calendar: Once you reach the year that you will turn…

Ways to Catch-up on Retirement Savings: #2

Jul 02, 2018
Tip #2 for catching up on your retirement savings - it's not too late to play catch up! 2. Grab the employer match. If your employer offers a retirement plan and will match a portion of your contributions,…

Ways to Catch-up on Retirement Savings: #1

Jun 28, 2018
Even if time is running short, there are still things you can do to improve your retirement picture. 1. Take advantage of tax breaks for saving. If you are not contributing to a workplace retirement…

65 and Still Working

Jun 26, 2018
Although the benefits of working longer usually eclipse the drawbacks, older workers face a number of minefields. For example, if you claim Social Security before full retirement age, you’ll be hit by…

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,…