Blog

Virtual Event: Estate Planning Essentials During a Pandemic

Aug 25, 2020
Estate Planning Essentials During a Pandemic Wednesday, September 30th, 2020Time: 12:00PM – 1:30PMVirtual Zoom Meeting Join us for our next virtual roundtable "Estate Planning Essentials During a Pandemic"…

Reframing the Social Security Claiming Decision for Married Couples

Aug 17, 2020
For married couples, correctly answering the question, “When should we begin to take our social Security benefits?” is critical in planning for retirement because it is not just one life to consider, but…

3 Things to Know About the Electric Vehicle Tax Credit

Aug 05, 2020
1. You may be able to claim a federal tax credit worth up to $7,500 for purchasing a qualifying electric vehicle or plug-in hybrid vehicle. The amount of the credit depends on the vehicle’s battery capacity. 2.…

Welcome Jackie Winkler!

Aug 03, 2020
Welcome Jackie! We are thrilled to announce the addition of Jackie Winkler to Copper Leaf Financial! Jackie comes to us with a business degree from St. Michael's College. For more information see the…

Cultivating an Abundance Mindset, Even in Difficult Times

Jul 13, 2020
Becca Craig, ABA, CFP®, 6/29/2020 - Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in…

Are some people choosing to get more aggressive in their allocation right now?

Jun 29, 2020
Not everyone is fighting the urge to run for the hills. Some investors are seeing an opportunity to get more aggressive in order to fully capture gains from an eventual rebound. Larry Swedroe weighs in…

Move Past the Immediate, Plan for Your Goals

Jun 23, 2020
Now that you’ve handled what’s urgent, it’s time to focus on what’s important. But what is really important to you? Is it helping those in need? Is it leaving an inheritance for kids or grandkids? Is it…

Financial and Legal Tips for New Parents

Jun 16, 2020
Here are some helpful tips for providing a solid financial foundation for your child. After the birth or adoption of a child, there are three financial and legal things that generally should be taken…

Market Capitalization

Jun 10, 2020
Market capitalization is an important measurement to understand when selecting socks and stocks funds. Market capitalization, also known as market cap, is the total value of a company’s outstanding shares…

Williston VT Event: Impact Investing

We are very pleased to launch our first "Roundtable" event of the season in our Williston, Vermont office. Join us for an intimate discussion about Impact Investing with Michael L. Thompson, CAP®, AIF®…