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…
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…
2024 Updates to Catch-Up Contributions
Copper Leaf Wealth Advisor Breanna Sykes, CFP® has published a…
2023: Important 401k Dates for New Plans
Here are some important 2023 dates for starting new retirement…