Blog

Tools for Protecting What’s Yours – Trusted Contact Person

May 12, 2021
In the first post of our series “Tools for Protecting What’s Yours” we discussed Financial Power of Attorney, when it applies, circumstances a POA might be used, and other additional information. In this…

Tools for Protecting What’s Yours – Healthcare Advance Directive

May 12, 2021
In the first two posts of our series “Tools for Protecting What’s Yours” we discussed the Financial Power of Attorney and having a Trusted Contact Person. The last tool we will be covering to help you…

Build Your Digital Estate Plan In Four Steps

May 11, 2021
A digital estate plan has become increasingly important over the past decade as technology progresses and becomes more prevalent in our everyday lives. To begin, ask yourself this - who has access to…

Newlyweds: A Financial To-Do List

May 06, 2021
Being newlyweds is an exciting time for both you and your spouse. To ensure that you are starting to build a strong financial future together here are some tasks you should take care of to get your finances…

Tax Season Charity Showdown 2021

May 04, 2021
Davis & Hodgdon and Copper Leaf Financial has found some unique ways to keep our staff excited throughout the duration of our busy tax season with our firm-wide FUN initiative! Since the tax deadline…

Protecting Your Finances

Apr 29, 2021
Are you ready financially for what life may throw your way? The following tips can help protect your finances and your financial security from life’s curveballs, such as job losses, health issues, identity…

Your Child’s Investment Income and Taxes

Apr 22, 2021
Even young kids may have to pay tax on their investment income, depending on the amount they receive during the year. If their unearned income – interest, dividends, capital gains, and certain other types…

5 Things to Know About Charitable Gifts That Pay You Income

Apr 15, 2021
A type of charitable gift known as the income gift can help you fulfill your philanthropic goals and generate an income stream for yourself or others. Here are five things to know about gifts that pay…

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall

Apr 13, 2021
Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall Thursday, May 2012pm-1pm Via Zoom Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment…

Test Your Knowledge of Roth IRAs

Apr 08, 2021
There are two main types of individual retirement accounts: Roth IRAs and traditional IRAs. Here is an opportunity to see how much you know about Roth IRAs and the tax benefits they offer. True or False:…