What to Do in the Year Before Retirement Part 1

Feb 11, 2021
The decisions you make in the year before retirement regarding your retirement accounts, pensions, Social Security, and other retirement resources may impact you for the rest of your life. The following…

Five Things to Know if You Inherit an IRA

Feb 04, 2021
If you inherit an IRA, you have options. What your options are depend primarily on how you are related to the deceased account owner and when the account owner died. Here are five things to know about…

Webinar: COVID-19 Lessons from a Vermont Primary Care Physician

Feb 01, 2021
Webinar: COVID-19 Lessons from a Vermont Primary Care Physician Tuesday, February 23rd12pm-1pmvia Zoom Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Dr. Mark Pitcher of GoodHEALTH…

4 Disability Insurance Tips

Jan 28, 2021
Disability insurance is designed to replace part of your income for a period of time if you become too sick or injured to work. Its benefit payments can help you cover living expenses and may help prevent…

Why Invest In Bonds?

Jan 21, 2021
Investors choose bonds for several reasons, including their ability to help manage risk in a portfolio, provide a predictable stream of income, and preserve capital. Diversify Your Portfolio Bonds…

The 2021 Tax Tables are Now Available for Download

Jan 19, 2021
Davis & Hodgdon has published the 24th annual edition of the firm’s tax table brochure. You can download the 2021 tax tables brochure on our Resources page or simply click here!   

Your Tax Filing Status

Jan 14, 2021
On your federal income tax return, you are asked to choose a filing status. For some taxpayers, the choice is clear. But if your marital status changed recently or more than one filing status applies to…

Planning For Long-Term Care

Jan 05, 2021
A 2015 report by the U.S. Department of Health & Human Services estimates that about half (52%) of Americans turning age 65 today will require long-term care services at some point in their lives. Long-term…

2020 Year-End Tax Planning for Businesses

Dec 24, 2020
Year-end planning for 2020 takes place against the backdrop of a turbulent year for businesses. The following is a brief overview of many year-end tax saving strategies incorporating the implications of…

2020 Holiday Gift Drive Success in Chittenden and Williston Counties

Dec 22, 2020
This year, the staff at Copper Leaf Financial and Davis & Hodgdon held a holiday gift drive for families in need, as is our tradition every year! Our Williston, Vermont staff bought gifts for children…