Jan 19, 2016
The fourth quarter global and U.S. market performance results are in! Copper Leaf Financial’s review of the quarter’s market performance is now published and available to view online. Simply click here.
Apr 14, 2016
The 2016 first quarter global and U.S. market performance results are in! You can easily access the quarterly review newsletter now published by clicking here.
When markets fall even the most experienced…
Jun 22, 2016
Adding international investments to your portfolio offers two potential benefits: diversification and growth.
Because U.S. and international markets sometimes experience ups and downs…
Jul 06, 2016
Consolidate your retirement accounts. If you have retirement accounts with former employers, consider consolidating them in an IRA or your current employer’s retirement plan. Fewer retirement…
Sep 28, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.
Savings may cost less than borrowing.
Oct 17, 2016
In Your 20s and 30s:
Start Saving Early.
Time is the greatest ally you have when saving for retirement. Why is that? The longer your savings have to compound, the less money you may need to contribute…
Oct 19, 2016
If you suddenly received $10 million and the diagnosis that you had only 10 years to live, what would you start doing? What would you stop doing?
The specific dollar amount that triggers your personal…
Oct 21, 2016
In Your 60s:
Check Your Progress.
Retirement may have seemed like a distant dream when you first began to save for it, but by the time you reach age 60, retirement may be in the near future. It is time…
Oct 28, 2016
What is a bond or CD Ladder
A ladder is a strategy that staggers the maturity dates of individual bonds and certificates of deposits (CDs) in order to provide you with frequent access to portions of…
May 18, 2017
Your income may be tight and your expenses plentiful if you’ve recently graduated from college and begun working. Between paying your living expenses and perhaps making student loan payments, there may…