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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.…

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…

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…

FAFSA Simplification and Financial Aid Eligibility

Dec 14, 2021
The Consolidated Appropriations Act of 2021 authorized changes in the Free Application for Federal Student Aid (FAFSA) to simplify the form. In addition to eliminating two-thirds of the questions, it will…

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…

What did we learn about investing in 2021?

Dec 30, 2021
2020 was the year of the unprecedented, but 2021 certainly had its fair share of newsworthy events. As we entered this year, there were still many uncertainties, and it's hard to believe how different…

Tax-Wise Investment Techniques

Dec 20, 2021
In a previous blog post, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient…

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…

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…