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Signs That It Is Time to Review Your Life Insurance Coverage

Oct 15, 2020
As your life changes, so may your need for life insurance. To help ensure that your coverage stays in sync with your changing needs, it is important to review it periodically, as well as when major changes…

Planning For Long-Term Care

Jan 05, 2021
A 2015 report by the U.S. Department of Health & Human Services estimates that about half (52%) of Americans turning age 65 today will require long-term care services at some point in their lives. Long-term…

Webinar: Long Term Care Considerations in the Age of COVID-19

Feb 16, 2021
Webinar: Long Term Care Considerations in the Age of COVID-19 Thursday, March 18th 12pm-1pmVia Zoom Michael Thompson of Copper Leaf Financial welcomes Mark Maurer, CFP, President & CEO of insurance advisory…

Protecting Your Finances

Apr 29, 2021
Are you ready financially for what life may throw your way? The following tips can help protect your finances and your financial security from life’s curveballs, such as job losses, health issues, identity…

6 Ways to Prepare Financially for a Natural Disaster

Jun 03, 2021
If a hurricane, flood, wildfire, or other natural disaster were to strike your area today, would you be ready for it financially? The following tips can help you get your insurance coverage and financial…

Your Divorce is Finalized - Now What?

Sep 02, 2021
The judge has signed off and you are officially divorced. This was likely an emotional process, but before you take a sigh of relief there are probably still important action items to take care of. Of…

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…

3 Things to Know About Disability Insurance

Jul 11, 2022
Disability insurance is designed to replace part of your income for a period of time when you are too sick or injured to work. The benefit payments you receive can help you cover your living expenses. There…