Newlyweds: A Financial To-Do List
Being newlyweds is an exciting time for both you and…
Maia Thibeault
Maia is the Operations Specialist at Copper Leaf Financial. She is…
5 Things to Know About Charitable Gifts That Pay You Income
A type of charitable gift known as the income gift…
Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall
Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall Thursday,…
Test Your Knowledge of Roth IRAs
There are two main types of individual retirement accounts: Roth…
Saving for Medical Expenses in Retirement With a Health Savings Account
If you are covered by a high-deductible health plan (HDHP),…
Webinar: The Biggest Mistakes Investors Make and How to Avoid Them
Larry Swedroe: The Biggest Mistakes Investors Make and How to…
What Is Evidence-Driven Investing™ and Why Should You Care?
As fiduciaries we are bound to act in the best…
Webinar: Long Term Care Considerations in the Age of COVID-19
Webinar: Long Term Care Considerations in the Age of COVID-19…
Webinar: COVID-19 Lessons from a Vermont Primary Care Physician
Webinar: COVID-19 Lessons from a Vermont Primary Care Physician Tuesday, February…
Planning For Long-Term Care
A 2015 report by the U.S. Department of Health &…