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10 Things to do with a Bonus

Jan 25, 2022
Before you spend your bonus or other financial windfall, take some time to consider how you might use the money so that it has a lasting impact on your life and other people's lives. Here are a few ideas.…

Meet Maia Furnari

Feb 18, 2022
Maia is the Office Coordinator at Copper Leaf Financial. She is a native Vermonter and currently resides in Mallets Bay. Maia is a 2018 graduate of Saint Lawrence University where she double majored in…

Virtual Townhall: ETFs and Your Investment Portfolio

Dec 15, 2021
Virtual Townhall: ETFs and Your Investment PortfolioWednesday, January 12th, 202212pm – 1pmVia Zoom Guest: Anthony Caruso of Dimensional Fund Advisors What is all the fuss with Exchange Traded Funds…

Key Birthdays in Your Financial Life

Jan 03, 2022
Will you celebrate one of these birthdays this year? If so, some rules regarding your finances may change and certain financial opportunities may open up for you this year. Here are a few key ages to watch…

Important 2022 Tax Updates for Baby Boomers

Feb 01, 2022
Paying taxes is something you can’t escape; but being aware of new tax rules and revised federal deadlines can make preparing and paying your taxes a little less painful each year. Here are five major…

12 Tips to Improve and Maintain Your Financial Fitness

Feb 16, 2022
The start of a new year is a good time to evaluate how you are doing financially and to take steps to either improve your finances or protect and maintain them if they are already in great shape. The following…

Virtual Townhall: Putting Today's Investing Experience in Perspective

Feb 21, 2022
Virtual Townhall: Putting Today's Investing Experience in PerspectiveTuesday, March 15th, 202212pm – 1pm ESTVia Zoom Guest: Weston Wellington, Vice President of Dimensional Fund Advisors Many investors…

3 Reasons the New RMD Tables for 2022 (And Beyond) Are Overrated

Nov 18, 2021
On November 7, 2019, the IRS proposed doing something that it had not done in nearly two decades…update the life expectancy tables used to calculate required minimum distributions by IRA, 401(k), other…

Financial Therapy and a Well-Lived Life - Episode 143

Mar 15, 2022
This podcast episode is the fourth in the “A Well-Lived Life” series. As this series unfolds, you learn how culture, race, generation, and gender influence our guest’s definitions. And often the accumulation…

How Philanthropists And Foundations Can Help Ukraine

Mar 21, 2022
The humanitarian crisis in Ukraine is heart-wrenching and complex. In many respects, it’s similar to a natural disaster but it also poses distinct challenges that require both immediate and long-term support. Philanthropists,…