Blog

10 Things to do with a Bonus

Jan 25, 2022
Before you spend your bonus or other financial windfall, take some time to consider how you might use the money so that it has a lasting impact on your life and other people's lives. Here are a few ideas.…

Key Birthdays in Your Financial Life

Jan 03, 2022
Will you celebrate one of these birthdays this year? If so, some rules regarding your finances may change and certain financial opportunities may open up for you this year. Here are a few key ages to watch…

What did we learn about investing in 2021?

Dec 30, 2021
2020 was the year of the unprecedented, but 2021 certainly had its fair share of newsworthy events. As we entered this year, there were still many uncertainties, and it's hard to believe how different…

Tax-Wise Investment Techniques

Dec 20, 2021
In a previous blog post, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient…

Virtual Townhall: ETFs and Your Investment Portfolio

Dec 15, 2021
Virtual Townhall: ETFs and Your Investment PortfolioWednesday, January 12th, 202212pm – 1pmVia Zoom Guest: Anthony Caruso of Dimensional Fund Advisors What is all the fuss with Exchange Traded Funds…

FAFSA Simplification and Financial Aid Eligibility

Dec 14, 2021
The Consolidated Appropriations Act of 2021 authorized changes in the Free Application for Federal Student Aid (FAFSA) to simplify the form. In addition to eliminating two-thirds of the questions, it will…

Meet the Associate: Maia Furnari

Dec 09, 2021
Jackie is an Associate Wealth Advisor with Copper Leaf Financial, LLC. She is a graduate of St. Michael's College, where she majored in Business Administration with a minor in Economics and Political Science.…

Financial Costs and Payment Options for Senior Care

Dec 01, 2021
As you're weighing senior care options for yourself or an elderly loved one, the cost is likely a top deciding factor. Depending on what level of care your loved one needs, charges vary widely from the…

College Savings Planning Tips

Nov 30, 2021
Planning for the expense of college presents many challenges – some obvious, others not so much. The amount is typically unknown until shortly before attendance will begin (and in some cases, can change…

Estate Planning Checklist Now Available

Nov 23, 2021
Estate Planning considerations are an act of love. If something were to happen to you tomorrow – whether it be death or incapacitation - will your loved ones know where to go to find what they will need…