Blog

Handling friendships and mixed incomes

Aug 12, 2021
Our friend Kathleen Burns Kingsbury, wealth psychology expert and host of the “Breaking Money Silence®” podcast, was recently included in a recent NerdWallet article “Handling friendships and mixed incomes”.…

5 Things You May Not Know About RMDs

Aug 04, 2021
RMDs are minimum amounts that you must withdraw each year from most types of retirement accounts after you reach a certain age. The taxable portion of your withdrawals will be taxed as ordinary income. Required…

The Federal Gift Tax – What You Need to Know

Jul 30, 2021
The following is important information regarding the federal gift tax and what you need to know about it. The gift tax is a tax on assets that are given away during the donor’s lifetime.In contrast, the…

Why Fiduciary Advice Matters

Jul 22, 2021
Being an informed investor can feel overwhelming at times. Your money and your future are at stake so there is a lot to lose, and that is why you need an advisor you can trust and someone who will put…

Virtual Townhall: Dimensional Fund Advisors - Who Are They and Why Should Investors Care?

Jul 20, 2021
Virtual Townhall: Dimensional Fund Advisors - Who Are They and Why Should Investors Care? Tuesday, August 17th 3pm-4pmVia Zoom Guest Apollo Lupescu, PhD, Dimensional fund Advisors Dimensional Fund…

Meet Molly Passalacqua

Jul 15, 2021
We are very excited to introduce our new Wealth Advisor, Molly Passalacqua! Molly’s passion is to help Copper Leaf clients define their financial and lifestyle goals and develop customized plans for how…

Tax-Savvy Giving: Using a Donor-Advised Fund for Your Charitable Giving

Jul 13, 2021
Donor-Advised Funds (DAFs) have been around for a while, but lately they are gaining more attention as an effective tax planning tool. Utilizing a DAF could pay off for you come tax time. So how does…

Investing in REITs

Jul 09, 2021
REITs, or real estate investment trusts, offer you a way to tap into the income potential of real estate and diversify your portfolio. Here are a few things to know about this type of investment. What…

How to Make the Most of Your 401(k) Part II

Jun 30, 2021
How well you manage your 401(k) in your working years can have a big impact on your financial security in retirement. This is Part II on How to Make the Most of Your 401(k) and the following tips are designed…

How to Make the Most of Your 401(k)

Jun 24, 2021
How well you manage your 401(k) in your working years can have a big impact on your financial security in retirement. The following tips are designed to help make the most of your 401(k), from the time…