May 16, 2017
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…
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…
Jul 10, 2017
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…
May 22, 2017
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…
May 22, 2017
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…
Jun 13, 2017
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…
Jun 15, 2017
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…
Jul 12, 2017
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…
Jul 20, 2017
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…
Jul 26, 2017
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…