Important 2022 Tax Updates for Baby Boomers
Paying taxes is something you can’t escape; but being aware…
Paying taxes is something you can’t escape; but being aware…
Before you spend your bonus or other financial windfall, take…
Will you celebrate one of these birthdays this year? If…
2020 was the year of the unprecedented, but 2021 certainly…
In a previous blog post, we introduced some of the…
The Consolidated Appropriations Act of 2021 authorized changes in the…
As you’re weighing senior care options for yourself or an…
Planning for the expense of college presents many challenges –…
Estate Planning considerations are an act of love. If something…
The recent surge in inflation shows how the cost of…
Even if your income is too high to contribute directly…
Copper Leaf Financial’s workbook “Guide to Creating Your Charitable Giving…