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Articles & Insights

Meet the Wealth Advisor: Ashlee Solarczyk
Articles & Insights

Meet the Wealth Advisor: Ashlee Solarczyk

Our latest staff spotlight is on Ashlee Solarczyk! Ashlee is…

Read More Meet the Wealth Advisor: Ashlee SolarczykContinue

Maximize Your Savings: Tax Credit Opportunities for New 401(k) Plans
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Maximize Your Savings: Tax Credit Opportunities for New 401(k) Plans

Retirement planning is essential to your future financial security, and…

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Embracing Sustainability: Integrating Eco-Friendly Practices Into Your Financial Habits
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Embracing Sustainability: Integrating Eco-Friendly Practices Into Your Financial Habits

Jackie Winkler, Copper Leaf Financial Associate Wealth Advisor has a…

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The Cost of Financial Stress
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The Cost of Financial Stress

For employers, there is much to be gained from helping…

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The Future of 401(k) Plans
Articles & Insights

The Future of 401(k) Plans

In a recent article from ALM Benefits Pro Scott Wooldridge…

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2024 Compliance Calendar for 401k Plans
Articles & Insights

2024 Compliance Calendar for 401k Plans

Click here to view our compliance calendar for 2024 which…

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Evaluating the Health of Your Company’s Retirement Plan
Articles & Insights

Evaluating the Health of Your Company’s Retirement Plan

As you look back on 2023, how effective was your…

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How Does Your Company’s 401(k) Plan Compare?
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How Does Your Company’s 401(k) Plan Compare?

Happy New Year! There is no better time than right…

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12 Tips to Improve and Maintain Your Financial Fitness
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12 Tips to Improve and Maintain Your Financial Fitness

The start of a new year is a good time…

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Is it Time for a Fiduciary Review of Your Company’s Retirement Plan?
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Is it Time for a Fiduciary Review of Your Company’s Retirement Plan?

To help keep your retirement plan operating as it should,…

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

In a recent article from www.plansponsor.com REMY SAMUELS explores what…

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4 Financial Best Practices for Year-End 2023
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4 Financial Best Practices for Year-End 2023

With so many year-end tasks to attend to it’s difficult…

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Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025

READ MORE Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025

Financial Decisions Require Two Voices: A New Era of Money & Marriage

READ MORE Financial Decisions Require Two Voices: A New Era of Money & Marriage

8 Questions to Ask When Choosing a Fiduciary Advisor

READ MORE 8 Questions to Ask When Choosing a Fiduciary Advisor

Tax-Smart Investing Strategy: Asset Location

READ MORE Tax-Smart Investing Strategy: Asset Location

7 Reasons You Need a Professional to Manage Your Investments

READ MORE 7 Reasons You Need a Professional to Manage Your Investments

Beware: Common Identity Theft Scams and How to Safeguard Yourself

READ MORE Beware: Common Identity Theft Scams and How to Safeguard Yourself

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225 South Main Street, Rutland, VT 05701

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