New Personal Finance Resources Available from Copper Leaf Financial

Our friends at *Copper Leaf Financial have published some new personal finance resources to benefit just about anyone!

The new Solo 401(k) Frequently Asked Questions covers everything you need to know about this valuable retirement planning tool that is available to owner-only businesses! Solo(k) plans offer a unique opportunity for business owners to maximize their retirement savings through salary deferrals found in 401(k) plans and employer contributions found in profit-sharing plans. Click here to learn more.

Dealing with the death of a loved one is often compounded by a host of legal and financial issues. Copper Leaf Financial’s new fillable worksheet, Survivor Checklist: What to Do After the Death of a Loved One helps you navigate many of those issues in a systematic, organized way.

Planning for how your finances will be managed in the event you are incapacitated is not top of mind for most people, however It is crucial to know your options and include this consideration within your overall estate plan. Check out the new resource Planning for Incapacity which includes the pros and cons of Joint accounts, Revocable trusts, and Powers of Attorney.

Copper Leaf Financial, LLC is the affiliated and separately registered financial planning branch of the Davis & Hodgdon Advisory Group. Click here to learn more.

    This post is shared by Davis & Hodgdon CPAs as a service to our clients, business associates and friends.  Recipients should not act on the information presented without seeking prior professional advice.  Additional guidance may be obtained by contacting us at 802-878-1963 (Williston) or 802.775.7132 (Rutland).

    *Copper Leaf Financial is an affiliated and separately registered entity.

    Similar Posts