Blog

Scam COVID-19 Contract Tracing Calls

Sep 01, 2020
NPR reported this morning that many states have been reporting scam COVID-19 Contract Tracing calls attempting to gather personal information. Here are some tips to know if you receive a call and are…

Virtual Event: Sustainable Investing: What About the "S" in ESG?

Sep 01, 2020
Sustainable Investing: What About the "S" in ESG? Thursday, October 15th, 2020Time: 4:00PM – 5:30PM EDTVirtual Zoom Meeting Join us for our next virtual roundtable "Sustainable Investing: What About…

Retirement Cash Flow Management

Aug 26, 2020
What comes to mind when you think of retirement planning? Was it saving enough money to live the lifestyle you’ve envisioned and to do the things you’ve planned? It’s great if that came to mind and this…

Virtual Event: Estate Planning Essentials During a Pandemic

Aug 25, 2020
Estate Planning Essentials During a Pandemic Wednesday, September 30th, 2020Time: 12:00PM – 1:30PMVirtual Zoom Meeting Join us for our next virtual roundtable "Estate Planning Essentials During a Pandemic"…

Reframing the Social Security Claiming Decision for Married Couples

Aug 17, 2020
For married couples, correctly answering the question, “When should we begin to take our social Security benefits?” is critical in planning for retirement because it is not just one life to consider, but…

3 Things to Know About the Electric Vehicle Tax Credit

Aug 05, 2020
1. You may be able to claim a federal tax credit worth up to $7,500 for purchasing a qualifying electric vehicle or plug-in hybrid vehicle. The amount of the credit depends on the vehicle’s battery capacity. 2.…

Welcome Jackie Winkler!

Aug 03, 2020
Welcome Jackie! We are thrilled to announce the addition of Jackie Winkler to Copper Leaf Financial! Jackie comes to us with a business degree from St. Michael's College. For more information see the…

Q2 2020 Market Commentary

Jul 28, 2020
Q2 2020 in Perspective Copper Leaf Financial’s evidence-based investingating portfolios are strategically invested with a focus on a long-term performance objectives. Portfolio allocations and investments…

Cultivating an Abundance Mindset, Even in Difficult Times

Jul 13, 2020
Becca Craig, ABA, CFP®, 6/29/2020 - Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in…

Are some people choosing to get more aggressive in their allocation right now?

Jun 29, 2020
Not everyone is fighting the urge to run for the hills. Some investors are seeing an opportunity to get more aggressive in order to fully capture gains from an eventual rebound. Larry Swedroe weighs in…