Blog

Recorded Townhalls posted and available to view

Aug 29, 2022
The Copper Leaf Financial YouTube channel includes a library of all of our recorded monthly virtual townhall events. Our townhalls have covered a wide range of topics and guests from local and national…

The Difference Between a Forecast, a Wish, and a Worry

Aug 26, 2022
The Difference Between a Forecast, a Wish, and a Worry By David Booth, Executive Chairman and Founder at Dimensional Fund Advisors When I was growing up, our local newspaper, the Kansas City Star, was…

4 Ways to Check Out Charities Before Donating

Aug 22, 2022
BBB Wise Giving Alliance       www.give.org This organization evaluates publicly soliciting charities and offers free reports that focus on their trustworthiness. Charity Navigator       www.charitynavigator.org Charity…

Virtual Townhall: Strategic Tax Planning for 2022 and Beyond

Aug 16, 2022
Strategic Tax Planning for 2022 and Beyond Wednesday, September 14th, 12-1pm ET Registration Link: https://lu.ma/m5uliqfw Guest: Jeffrey Levine, CFP ®, CPA, PFS, CWS, AIF, Buckingham Strategic Wealth The…

529 Plans Offer a Tax-Efficient Way to Transfer Wealth

Aug 15, 2022
Funding a 529 account may be an attractive option for individuals with taxable estates who want to help their child, grandchild, or other loved one save for college. You can fund a 529 plan account…

Make an impact beyond your lifetime: Is it time to consider a charitable trust?

Aug 08, 2022
There may come a time in your life when you consider the legacy you will leave for others. If you are fortunate to have accumulated enough wealth to meet your needs for as long as you are alive, then …

Two Financial Gift Ideas for College Grads

Aug 01, 2022
Know someone who is graduating from college this year? Here are two ideas for gifts that can help your graduate build a secure financial future. 1 Contribute to their IRA. Have you ever wished that…

Tax-Loss Harvesting: Making Lemonade out of Lemons

Jul 25, 2022
Like kingdoms, tides and my teenage daughter’s emotions, the stock market rises and falls. Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side,…

Managing Your Digital Legacy

Jul 18, 2022
We are all familiar with the benefits estate planning can provide. By clearly defining how we want our loved ones taken care of after we pass, wills and trusts help ensure a safe and secure transfer of…

Virtual Townhall: VCLF: Innovatively and Equitably Providing Access to Funding

Jul 13, 2022
VCLF: Innovatively and Equitably Providing Access to Funding Wednesday, August 17th, 12-1pm ET Registration Link: https://lu.ma/vo9op2p9 Guests from the Vermont Community Loan Fund: Will Belongia, Executive…