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Scam COVID-19 Contract Tracing Calls

Sep 01, 2020
NPR reported this morning that many states have been reporting scam COVID-19 Contract Tracing calls attempting to gather personal information. Here are some tips to know if you receive a call and are…

Webinar: COVID-19 Lessons from a Vermont Primary Care Physician

Feb 01, 2021
Webinar: COVID-19 Lessons from a Vermont Primary Care Physician Tuesday, February 23rd12pm-1pmvia Zoom Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Dr. Mark Pitcher of GoodHEALTH…

Webinar: Long Term Care Considerations in the Age of COVID-19

Feb 16, 2021
Webinar: Long Term Care Considerations in the Age of COVID-19 Thursday, March 18th 12pm-1pmVia Zoom Michael Thompson of Copper Leaf Financial welcomes Mark Maurer, CFP, President & CEO of insurance advisory…

Beware: Do Not Discard the Second Round of Stimulus Debit Cards

Mar 08, 2021
The second round of stimulus checks is on their way! Some are being issued on prepaid debit cards or EIP Cards.  If you find a debit card in your mailbox, do not be too quick to think it is junk mail…

Long-Term Care Considerations Resulting from the Pandemic

Mar 23, 2021
Long-term care (LTC) is something you may need someday for assistance with the basic activities of daily living. Planning for its costs now may help you afford quality care in the future and reduce the…

7 Things to Know About Income Annuities

Sep 29, 2021
Will your retirement savings last as long as you do? One way to help ensure that they do is to use an income annuity to turn part of your retirement savings into a stream of income that lasts your lifetime. An…

Copper Leaf Financial’s Guide to Charitable Giving and New Fillable Worksheet are Now Available Online

Oct 27, 2021
Copper Leaf Financial’s workbook “Guide to Creating Your Charitable Giving Statement” was created to act as a guide for our clients. We use this guide to assist them with organizing their charitable giving…

Other Ways to Fund a Roth Account

Nov 11, 2021
Even if your income is too high to contribute directly to a Roth IRA, you may still be able to fund a Roth retirement account. Here are three options to consider. Contribute to a Roth 401(k) at work. Roth…