Blog

5 Things You May Not Know About Medicare

Mar 26, 2020
During this unprecedented and distressing time, it is important to do our best to remain confident and optimistic for the future. Which means still planning ahead for things like retirement. If you have…

Key Estate Planning Tools

Mar 16, 2020
When it comes to designing your estate plan, there are a variety of tools to choose from. Wills, trusts, powers of attorney, and other legal documents can all be used to create a plan that addresses your…

Last-Minute Tax Reminders

Mar 10, 2020
The month of April is loaded with tax-related deadlines. Here are some of the key ones affecting individuals. Contribute to an IRA. You have until April 15, 2020 to contribute to an IRA for 2019 – and…

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…