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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 …

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…

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,…

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…

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…

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…

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…

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…

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…

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…