Blog

What to Do in the Year Before Retirement Part 3

Feb 25, 2021
In the year before retirement, there is a lot to plan to ensure you have met you goals and are financially ready to retire for the rest of your life. Here are some tips and considerations to think about. Decide…

What to Do in the Year Before Retirement Part 2

Feb 18, 2021
In the year before retirement, there are many decisions you should make or begin thinking about that could impact you for the rest of your life. These decisions may involve things like your retirement…

Webinar: Long Term Care Considerations in the Age of COVID-19

Feb 16, 2021
Webinar: Long Term Care Considerations in the Age of COVID-19 Thursday, March 18th 12pm-1pmVia Zoom Michael Thompson of Copper Leaf Financial welcomes Mark Maurer, CFP, President & CEO of insurance advisory…

What to Do in the Year Before Retirement Part 1

Feb 11, 2021
The decisions you make in the year before retirement regarding your retirement accounts, pensions, Social Security, and other retirement resources may impact you for the rest of your life. The following…

Five Things to Know if You Inherit an IRA

Feb 04, 2021
If you inherit an IRA, you have options. What your options are depend primarily on how you are related to the deceased account owner and when the account owner died. Here are five things to know about…

Webinar: COVID-19 Lessons from a Vermont Primary Care Physician

Feb 01, 2021
Webinar: COVID-19 Lessons from a Vermont Primary Care Physician Tuesday, February 23rd12pm-1pmvia Zoom Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Dr. Mark Pitcher of GoodHEALTH…

4 Disability Insurance Tips

Jan 28, 2021
Disability insurance is designed to replace part of your income for a period of time if you become too sick or injured to work. Its benefit payments can help you cover living expenses and may help prevent…

Why Invest In Bonds?

Jan 21, 2021
Investors choose bonds for several reasons, including their ability to help manage risk in a portfolio, provide a predictable stream of income, and preserve capital. Diversify Your Portfolio Bonds…

The 2021 Tax Tables are Now Available for Download

Jan 19, 2021
Davis & Hodgdon has published the 24th annual edition of the firm’s tax table brochure. You can download the 2021 tax tables brochure on our Resources page or simply click here!   

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…