Click here to view the webinar on our YouTube channel. Have you ever wondered where the numbers on your tax return come from and why they might not be what you expected? Do you know the difference between your marginal and effective tax rates and how they should impact your tax and financial decisions? Did...
Click here to register! What investing lessons did 2023 teach us and what might 2024 have in store? Market uncertainty and continued inflation loom as we look towards the new year. Stock market forecasts and 2024 predictions by so-called experts can feel overwhelming. Join us for our next virtual roundtable event “2023 Market Review: Lessons...
Click here to register! Are your kids not interested in taking over the family camp after you’re gone? Are you considering leaving you’re second home to your church or college? Do you want to preserve part of your farm from development? As part of Copper Leaf Financial’s focus on philanthropic giving we are excited to...
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