Blog

Three Signs that it is Time to Check Your Withholding

Mar 04, 2020
To avoid a surprise tax bill or penalty at tax time, the IRS recommends that you check your tax withholding in the early part of every year, when the tax law changes, and when you notice one of the following…

FIDUCIARY

Feb 27, 2020
A fiduciary is bound to the highest legal and ethical duty and requires acting in another’s best interests. We’re always fiduciaries. That’s our business. Unlike commissioned, or fee-based financial advisors,…

February Roundtable Event "Money Date Night" was a Success

Feb 26, 2020
The latest in the Copper Leaf Roundtable event series, "Money Date Night", did not disappoint!ICF Certified Coach and Podcast Host Lindsey Lathrop and Michael L. Thompson, CAP®, AIF® led an insightful…

3 Things to Know About Freezing Your Credit Report

Feb 19, 2020
There are a few things to consider when it comes to freezing your credit report: 1. A credit freeze restricts access to your credit report, making it more difficult for identity thieves to open new accounts…

Tips for Defining Your Financial Goals and Sticking to Them

Feb 11, 2020
The start of a new year is a natural time to set new goals. Here are a few tips for defining your goals and begin your journey toward them. Be specific. Once you've defined your goals - new home, college…

3 Ways to Reduce the Cost of College

Feb 06, 2020
The cost of college continues to rise - we have 3 tips for reducing the cost of it. Choose an accelerated degree program. If the student plans to pursue an undergraduate degree and a graduate degree,…

5 Financial Items to Review Annually

Jan 28, 2020
A lot can change in one year. To help ensure that your financial documents stay in sync with what’s going on in your life, it’s a good idea to review the following documents at least once a year. Estate…

Williston Vermont Event: Money Date Night

Jan 22, 2020
Build a stronger relationship with healthy financial conversations! Copper Leaf Financial is very excited to present our 3rd in a series of "Roundtable discussions" in our Williston, Vermont office. Money…

What To Do With Your 401k When You Leave a Job: Option One

Jan 21, 2020
Deciding what to do with the money in your old 401(k) account is an important decision, and it begins with understanding your options. When you change employers or retire, it’s important to understand…

How to Kick Start Your Financial Goals

Jan 15, 2020
The start of a new year is a natural time to set new goals. Here are a few tips to help you define your financial goals and begin your journey toward them. Be specific. Once you’ve identified your goals…