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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…

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"…

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…

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…

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…

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,…

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…

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…

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,…