401(k) Plan Sponsors: Tips for Not Overwhelming Employees during Open Enrollment
In a recent article from www.plansponsor.com Remy Samuels has outlined…
Business Owners Might Consider Cash Balance Plans as Part of Their Retirement Strategy
Cash balance plans are a retirement savings plan that combines…
Using Trusts as an Estate Planning Tool
Estate planning is a crucial aspect of financial planning, enabling…
Have You Consolidated All of Your Retirement Accounts?
The average person has 12 jobs over the course of…
The Problem With 401(k) Catch-Up Contributions for 2024
Please note update as of 8/30/2023: Two-year reprieve granted from…
Copper Leaf Financial Works with Attorneys to Offer Comprehensive Advice
Copper Leaf Financial partners with attorneys to proactively offer clients…
Proper Planning Recommended for Projected Rise in 2024 of 401(k) Contribution Limits
A recent article authored by Mark Henricks on Yahoo Finance…
Preparing for Student Loan Payment Resumption
Copper Leaf Associate Wealth Advisor Jackie Winkler has published a new…
Meet the Associate: Erica Dixon
Meet the Client Services Associate: Erica Dixon Erica Dixon is…
3 Trends to Help Employees Retire on Time
Your company’s retirement plan is more than a plan! When…
US Workers Continue to Value Employer-Sponsored Retirement Plans
A new article from Plan Sponsors states that “More than…
Choosing the Right Retirement Plan for Your Business
A retirement plan is a great way for business owners…