Members of Copper Leaf Financial and Davis & Hodgdon Associates CPAs were on hand to receive their respective awards at Vermont Business Magazine's Best of Business (BOB) Awards ceremony May 11th at the…

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…

When selecting bonds, it is important to know if a bond is callable. If it is callable – and many bonds are – the issuer has the right to redeem the bond before its maturity date. A callable bond is a…

A revocable living trust is a popular estate planning tool that you can use to direct who will manage the assets in the trust if you are ever unable to do so and how those assets are to be distributed…

U.S. News & World Report, 5/17/17 - Many investors assume their financial advisor makes recommendations based on their best interests. Unfortunately, that's not always the case. Many advisors are only…

The Department of Labor (DOL) fiduciary rule went into partial effect on June 9, 2017, and is scheduled to be fully implemented on January 1, 2018. What does it mean to you? The fiduciary law, created…

Article published on www.planadviser.com on May 25, 2017 By Javier Simon EDITORS@ASSETINTERNATIONAL.COM In light of recent financial services scandals stealing headlines, a study by digital wealth adviser…

529 College Savings plans are state-sponsored savings plans with tax advantages that may make it easier to save for college or other post-secondary education. The plans are named after Section 529 of the…

Today, nearly every state offers at least one 529 college savings plan. 529 plans are state-sponsored savings plans with tax advantages that may make it easier to save for college and there are many good…

In parts one and two of our series on the 529 College Savings plan we detailed the financial and tax benefits of contributing to a 529 plan. Now, we look closely at how it may impact your quest for financial…