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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…

Copper Leaf Financial is thrilled to sponsor the new podcast series Diversity and Inclusion Breaking Money Silence® by Kathleen Burns Kingsbury! The new episode: "IntersectionAllies: How to Make Room…

Rebalancing your portfolio by restoring it to your target allocation can help manage risk and keep your investment plan on track. Here are a few things to know about rebalancing. Why rebalance your…

 Here are the three legal documents you may need if you become sick or injured:  1. Health care proxy. A health care proxy, also known as a durable power of attorney for health care, is the document…

2021 Market Forecast Tuesday, December 1, 2020Time: 12:00PM – 1:00PM ESTVirtual Zoom Meeting 2020 has been a record setting year when it comes to change, uncertainty and market and economic turmoil.…

Beginning on October 1, millions of American college students and their parents will fill out and file the Free Application for Federal Student Aid (FAFSA) for the next academic year. This application…

As your life changes, so may your need for life insurance. To help ensure that your coverage stays in sync with your changing needs, it is important to review it periodically, as well as when major changes…

Smart Charitable Giving Strategies During a Pandemic Thursday, November 5th, 2020Time: 12:00PM – 1:30PM ESTVirtual Zoom Meeting These are extraordinary times and the need for charitable giving is overwhelming.…

Long before it was called ESG (environmental, social, and corporate governance) investors were calculating ESG risks.   Raw material costs, pollution controls, and environmental lawsuits are now called…

Just as with eggs, spreading your money across a range of investments can help reduce risk in your portfolio by lessening the impact that a fall in any one market, sector, region, or individual investment…