Tags

Tags

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.…

Planning Opportunities in Today’s Housing Market

Oct 13, 2021
Shelter, a general necessity of life, has yielded impressive gains over the recent past. Home pricesin major metropolitan areas are up an average of 18.6% over the 12 months ending in June (asmeasured…

Your Master List: A Guide for Your Family, Agent, and Executor

Oct 22, 2021
If you were to become incapacitated or die tomorrow, would your spouse, agent (the person you granted power of attorney), or executor be able to easily take over your financial affairs? Would they know…

How TIPS Can Boost Retirement Readiness

Nov 22, 2021
The recent surge in inflation shows how the cost of goods and services can increase quickly and unexpectedly. To help plan participants maintain a stable standard of living in retirement, plan sponsors…

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…

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…

12 Tips to Improve and Maintain Your Financial Fitness

Feb 16, 2022
The start of a new year is a good time to evaluate how you are doing financially and to take steps to either improve your finances or protect and maintain them if they are already in great shape. The following…