Blog

Your Tax Filing Status

Jan 14, 2021
On your federal income tax return, you are asked to choose a filing status. For some taxpayers, the choice is clear. But if your marital status changed recently or more than one filing status applies to…

Planning For Long-Term Care

Jan 05, 2021
A 2015 report by the U.S. Department of Health & Human Services estimates that about half (52%) of Americans turning age 65 today will require long-term care services at some point in their lives. Long-term…

2020 Year-End Tax Planning for Businesses

Dec 24, 2020
Year-end planning for 2020 takes place against the backdrop of a turbulent year for businesses. The following is a brief overview of many year-end tax saving strategies incorporating the implications of…

2020 Holiday Gift Drive Success in Chittenden and Williston Counties

Dec 22, 2020
This year, the staff at Copper Leaf Financial and Davis & Hodgdon held a holiday gift drive for families in need, as is our tradition every year! Our Williston, Vermont staff bought gifts for children…

Webinar: Breaking Money Silence® to Achieve Gender Parity

Dec 21, 2020
Webinar: Breaking Money Silence® to Achieve Gender Parity Thursday, January 21, 2021Time: 12:00PM – 1:00PM ESTVirtual Zoom Meeting Sixty-one percent of women would rather talk about their own death then…

2020 Individual Year-End Tax Planning Tips

Dec 17, 2020
Year-end planning for 2020 takes place with the backdrop of a global pandemic that has impacted so many individuals. This is a brief overview of many year-end saving strategies that you can use when planning…

3 Financial Tasks You Can Tackle In Under 30 Minutes Each

Dec 10, 2020
Here are three quick and easy financial tasks that you can do in under 30 minutes each.  1) Redeem your credit card rewards. Have a cash-back credit card? Log into your account or rewards portal and redeem…

Today is Giving Tuesday!

Dec 01, 2020
Today is Giving Tuesday! Right now, people around the globe are coming together to show kindness and generosity by giving their voices, time, money, goods, and more to support communities and causes. Today,…

Giving the gift of Education with a 529 Education Savings Plan

Nov 24, 2020
If you want to give a gift to a child that will have a lasting impact on his or her life, consider contributing to the child’s college savings plan using a 529 Savings Plan.   Why use a 529 plan? 529…

GivingTuesday

Nov 19, 2020
GivingTuesday is a global day of generosity that will take place on Dec 1, 2020. It is a global generosity movement, unleashing the power of people and organizations to transform their communities and…