Should Ukraine Turmoil Affect Your Investment Portfolio?
Copper Leaf Financial uses Dimensional Fund Advisors as investment managers…
3 Reasons the New RMD Tables for 2022 (And Beyond) Are Overrated
On November 7, 2019, the IRS proposed doing something that it had…
Important 2022 Tax Updates for Baby Boomers
Paying taxes is something you can’t escape; but being aware…
10 Things to do with a Bonus
Before you spend your bonus or other financial windfall, take…
Key Birthdays in Your Financial Life
Will you celebrate one of these birthdays this year? If…
What did we learn about investing in 2021?
2020 was the year of the unprecedented, but 2021 certainly…
Tax-Wise Investment Techniques
In a previous blog post, we introduced some of the…
FAFSA Simplification and Financial Aid Eligibility
The Consolidated Appropriations Act of 2021 authorized changes in the…
Meet Maia Furnari
Maia is the Office Coordinator at Copper Leaf Financial….
Financial Costs and Payment Options for Senior Care
As you’re weighing senior care options for yourself or an…
College Savings Planning Tips
Planning for the expense of college presents many challenges –…