4 Financial Best Practices for Year-End 2023
With so many year-end tasks to attend to it’s difficult…
Year-End Tips to Reduce Your 2023 Taxes: You Must Act Soon
You may be able to reduce your 2023 taxes if…
What You Can Do Now to Prepare for the FAFSA 2024-25 Application
Copper Leaf Financial Associate Wealth Advisor Jackie Winkler has published…
What Does New Hollywood Film Teach Us About Get Rich Quick Stories?
The new Pete Davidson and Seth Rogen film Dumb Money…
Have You Consolidated All of Your Retirement Accounts?
The average person has 12 jobs over the course of…
Preparing for Student Loan Payment Resumption
Copper Leaf Associate Wealth Advisor Jackie Winkler has published a new…
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…
Can Investing in ESG funds help you meet your financial goals?
ESG (Environmental, Social, and Governance) investing has gained a lot…
Five Valuable Tips as You Prepare to File FAFSA
Copper Leaf Wealth Advisor Breanna Sykes has published a new…
529 Plans Offer a Tax-Efficient Way to Transfer Wealth
Funding a 529 account may be an attractive option for…