Blog

Following a Guide for Strategic College Planning

Jun 07, 2017
It's an understatement to say the process of funding a college education is complex. For starters, the cost of higher education is often a moving target, with few people paying the same price even at the…

Is a Revocable Living Trust for You?

May 22, 2017
A revocable living trust is a popular estate planning tool that you can use to direct who will manage the assets in the trust if you are ever unable to do so and how those assets are to be distributed…

What is a Registered Investment Advisor (RIA)?

May 22, 2017
U.S. News & World Report, 5/17/17 - Many investors assume their financial advisor makes recommendations based on their best interests. Unfortunately, that's not always the case. Many advisors are only…

Five Things Recent Grads Should Know About Saving for Retirement

May 18, 2017
Your income may be tight and your expenses plentiful if you’ve recently graduated from college and begun working. Between paying your living expenses and perhaps making student loan payments, there may…

Copper Leaf Financial Receives Best Financial/Investment Planning Firm Award at Burlington VT Event

May 16, 2017
Members of Copper Leaf Financial and Davis & Hodgdon Associates CPAs were on hand to receive their respective awards at Vermont Business Magazine's Best of Business (BOB) Awards ceremony May 11th at the…

Three Ways to Prepare Financially for a Natural Disaster

May 02, 2017
These three things should be part of your natural disaster plan: 1. Inventory your possessions. Using a home inventory app or written list combined with photos, videos, and receipts, create an inventory…

Jet Blue is Giving Free Flights to People Who Owe Taxes

Apr 13, 2017
Travel & Leisure: Stacey Leasca, April 12, 2017. Haven’t paid your taxes to Uncle Sam yet? Luckily for you, Tax Day has been extended to April 18 this year, and things get even better if you actually…

Copper Leaf Financial Wins 2017 VBM Best in Business Award for Best Financial Planning/Investment Firm

Apr 11, 2017
Copper Leaf Financial is thrilled to be voted as the Vermont Business Magazine (VBM) 2017 BOB Award Winner for "Best Financial Planning/Investment Firm"! VBM's "Best of Business" (BOB) Awards set out…

Top 10 Financial Scams Targeting Seniors

Mar 29, 2017
The National Council for Aging has identified the top 10 financial scams targeting seniors: 1. Medicare/health insurance scams In certain cases, perpetrators pose as Medicare agents to solicit personal…

Break the Impulsive Twitch

Mar 29, 2017
Several years ago, Anthony Ongaro realized he had built up a series of habits that were more like physical twitches and less like intentional actions. Throughout any given day, he was impulsively making…