Three Reasons To Start A Retirement Plan For Your Business

Oct 07, 2016
  Retirement Plans for Small Businesses and Self-Employed Individuals: Simple IRA: A good choice for businesses with fewer than 100 employees that want an easy-to-operate plan that their employees…

Keep Your To-Do List Short

Mar 29, 2017
Tim Maurer, director of personal finance for the BAM ALLIANCE, says we tend to underperform when we're overloaded, and that many big thinkers are seeing the light. Maurer turned to 12 people who have inspired…

Copper Leaf Financial Wins 2017 VBM Best in Business Award for Best Financial Planning/Investment Firm

Apr 11, 2017
Copper Leaf Financial is thrilled to be voted as the Vermont Business Magazine (VBM) 2017 BOB Award Winner for "Best Financial Planning/Investment Firm"! VBM's "Best of Business" (BOB) Awards set out…

2020 Year-End Tax Planning for Businesses

Dec 24, 2020
Year-end planning for 2020 takes place against the backdrop of a turbulent year for businesses. The following is a brief overview of many year-end tax saving strategies incorporating the implications of…

10 Strategies for Business Owners to Create, Manage, and Distribute Wealth

Aug 26, 2021
The global pandemic brought on some challenges like supply chain delays, inflationary spikes in segments of the economy, and a very tight labor market and despite them your business is still successful.…