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Articles & Insights

Business Owners Might Consider Cash Balance Plans as Part of Their Retirement Strategy
Articles & Insights

Business Owners Might Consider Cash Balance Plans as Part of Their Retirement Strategy

Cash balance plans are a retirement savings plan that combines…

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Using Trusts as an Estate Planning Tool
Articles & Insights

Using Trusts as an Estate Planning Tool

Estate planning is a crucial aspect of financial planning, enabling…

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Have You Consolidated All of Your Retirement Accounts?
Articles & Insights

Have You Consolidated All of Your Retirement Accounts?

The average person has 12 jobs over the course of…

Read More Have You Consolidated All of Your Retirement Accounts?Continue

The Problem With 401(k) Catch-Up Contributions for 2024
Articles & Insights

The Problem With 401(k) Catch-Up Contributions for 2024

Please note update as of 8/30/2023: Two-year reprieve granted from…

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Proper Planning Recommended for Projected Rise in 2024 of 401(k) Contribution Limits
Articles & Insights | News

Proper Planning Recommended for Projected Rise in 2024 of 401(k) Contribution Limits

A recent article authored by Mark Henricks on Yahoo Finance…

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Preparing for Student Loan Payment Resumption
Articles & Insights | News

Preparing for Student Loan Payment Resumption

Copper Leaf Associate Wealth Advisor Jackie Winkler has published a new…

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Articles & Insights | News

Meet the Associate: Erica Dixon

Meet the Client Services Associate: Erica Dixon Erica Dixon is…

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3 Trends to Help Employees Retire on Time
Articles & Insights

3 Trends to Help Employees Retire on Time

Your company’s retirement plan is more than a plan! When…

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US Workers Continue to Value Employer-Sponsored Retirement Plans
Articles & Insights

US Workers Continue to Value Employer-Sponsored Retirement Plans

A new article from Plan Sponsors states that “More than…

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Choosing the Right Retirement Plan for Your Business
Articles & Insights

Choosing the Right Retirement Plan for Your Business

A retirement plan is a great way for business owners…

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2024 Updates to Catch-Up Contributions
Articles & Insights

2024 Updates to Catch-Up Contributions

Copper Leaf Wealth Advisor Breanna Sykes, CFP® has published a…

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Articles & Insights

2023: Important 401k Dates for New Plans

Here are some important 2023 dates for starting new retirement…

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Retirement Plan Sponsors Could Expand Financial Wellness Programs in 2024

READ MORE Retirement Plan Sponsors Could Expand Financial Wellness Programs in 2024

4 Financial Best Practices for Year-End 2023

READ MORE 4 Financial Best Practices for Year-End 2023

Year-End Tips to Reduce Your 2023 Taxes: You Must Act Soon

READ MORE Year-End Tips to Reduce Your 2023 Taxes: You Must Act Soon

SHRM: Generation Z Eyes Early Retirement, Wants Personalized 401(k) Advice

READ MORE SHRM: Generation Z Eyes Early Retirement, Wants Personalized 401(k) Advice

What You Can Do Now to Prepare for the FAFSA 2024-25 Application

READ MORE What You Can Do Now to Prepare for the FAFSA 2024-25 Application

401(k) Plan Sponsors: Have You Met Your Fiduciary Requirements?

READ MORE 401(k) Plan Sponsors: Have You Met Your Fiduciary Requirements?

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Williston Office:
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225 South Main Street, Rutland, VT 05701

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