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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.…

Giving the gift of Education with a 529 Education Savings Plan

Nov 24, 2020
If you want to give a gift to a child that will have a lasting impact on his or her life, consider contributing to the child’s college savings plan using a 529 Savings Plan.   Why use a 529 plan? 529…

College Savings Planning Tips

Nov 30, 2021
Planning for the expense of college presents many challenges – some obvious, others not so much. The amount is typically unknown until shortly before attendance will begin (and in some cases, can change…

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…

Two Financial Gift Ideas for College Grads

Aug 01, 2022
Know someone who is graduating from college this year? Here are two ideas for gifts that can help your graduate build a secure financial future. 1 Contribute to their IRA. Have you ever wished that…

Five Valuable Tips as You Prepare to File FAFSA

Sep 22, 2022
Copper Leaf Wealth Advisor Breanna Sykes has published a new article including valuable tips for those preparing to file FAFSA (Free Application for Federal Student Aid), which opens October 1st. The article,…