Meet Molly Passalacqua

Jul 15, 2021
We are very excited to introduce our new Wealth Advisor, Molly Passalacqua! Molly’s passion is to help Copper Leaf clients define their financial and lifestyle goals and develop customized plans for how…

Meet Breanna Sykes

Sep 01, 2021
Breanna is a Wealth Advisor with a Master of Business Administration (MBA) and a concentration in entrepreneurship from Bellevue University. She started her career path in business and technology education…

Your Divorce is Finalized - Now What?

Sep 02, 2021
The judge has signed off and you are officially divorced. This was likely an emotional process, but before you take a sigh of relief there are probably still important action items to take care of. Of…

The Tax Deadline to Contribute to Your 401(k) Plan is December 31st

Sep 15, 2021
As the end of 2021 approaches there is an important tax-savvy move that you can and should consider by year end. While contributions to IRAs can be made for the previous year up to the tax-filing deadline…