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Market recap for the week of June 21, 2021: Click here to view the market recap. Inflation fears had an impact on the markets last week while folks try to figure out if this is transitory or signs of…

Late in 2020, Washington extended many temporary tax provisions as part of the Consolidated Appropriations Act, 2021. A few extensions that may affect your personal income taxes are summarized here. Charitable…

The Best Strategies for Inflationary Times Wednesday, July 21st12pm-1pmVia Zoom Guest: Larry Swedroe, National Speaker and Investment Author, Buckingham Wealth Partners What is going on with inflation…

WILLISTON, Vt., June 14, 2021 – Maia Furnari has joined Copper Leaf Financial as an Office Coordinator. Maia has a Bachelor of Arts degree in English Literature and Sociology from Saint Lawrence University…

529 education savings plans are a tax-smart way to save for college and other levels of education. Here’s an opportunity to see how much you know about these popular plans. True or False: You can open…

If a hurricane, flood, wildfire, or other natural disaster were to strike your area today, would you be ready for it financially? The following tips can help you get your insurance coverage and financial…

Investing in both U.S. and foreign markets can be a smart move for many investors. Here are four things to know about adding international investments to your portfolio. Investing internationally can…

As an investor are you interested in integrating your values with your desire for making the world a better place? If so, sustainable investing might be a good fit for you. Many terms have been used to…

Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values Wednesday, June 1612pm – 1pm Via Zoom Guests: Joel Solomon, Founding Partner of Renewal Funds and Sam & Sarah…

There are many ways that you could end up unavailable to make crucial financial or health care choices for yourself or your family. If at that time you have not documented your wishes it can add stress…