Blog

The Individual 401(k): Big Benefits for the Smallest Businesses

Sep 26, 2016
Who’s it for? Self-employed individuals and owners of businesses without employees, other than a spouse. What does is offer that SIMPLE IRA and SEP-IRA retirement plans don’t? The potential to make…

The Tax Implications of Hiring Your Child

Sep 19, 2016
If you own a business, hiring your child for the summer may provide him or her with a great work experience and your family with a few tax breaks. Even if you aren’t thrilled with the idea of having your…

Key Provisions of the PATH Act for Individuals and Families

Sep 08, 2016
The new PATH Act does more than merely extend various expired tax provisions as most other “tax extender” laws have done in the past. This new legislation also makes several key tax breaks permanent, along…

The PATH Act of 2015 Makes Permanent or Extends Many Key Tax Breaks (Part two)

Sep 06, 2016
How you may be affected by the changes.  After years of simply extending key tax breaks, Congress passed a tax act in December of 2015 that makes permanent many of the temporary tax provisions that individuals…

The PATH Act of 2015 Makes Permanent or Extends Many Key Tax Breaks (Part one)

Aug 25, 2016
How you may be affected by the changes. After years of simply extending key tax breaks, Congress passed a tax act in December of 2015 that makes permanent many of the temporary tax provisions that individuals…

ABLE Accounts at a Glance

Aug 18, 2016
Americans with disabilities and their families often face a myriad of financial challenges, but they will soon have a new financial vehicle allowing them to save for expenses and enjoy tax-free growth…

Achieving a Better Life Experience (ABLE) Accounts: A New Savings Option for People with Disabilities

Jul 25, 2016
Modeled after 529 college savings accounts, ABLE Accounts will offer tax advantages for people with disabilities. Here are answers to common questions about the new accounts. What is an ABLE account? As…

Simplify Your Finances: Banking

Jul 20, 2016
Looking to simplify your life so you have more time to do what you love? Start with your banking habits. Use direct deposit for all your income. There is no need to make a trip to the bank and wait in…

Rebecca Fetterman Joins Copper Leaf Financial

Jul 11, 2016
WILLISTON, Vt., July 11, 2016 – Rebecca Fetterman has joined Copper Leaf Financial (CLF) as a Client Services Associate.  Rebecca is a graduate of Endicott College in Beverly, Massachusetts.  She has over…

Simplify Your Finances: Investing

Jul 06, 2016
Investing Consolidate your retirement accounts. If you have retirement accounts with former employers, consider consolidating them in an IRA or your current employer’s retirement plan. Fewer retirement…