Webinar: Digesting Your 2023 Tax Return
Click here to register! As part of Davis & Hodgdon’s…
New Personal Finance Resources Available from Copper Leaf Financial
Our friends at *Copper Leaf Financial have published some new…
Virtual Townhall: Strategic Tax Planning for 2022 and Beyond
*Copper Leaf Financial is holding a free virtual townhall on…
Five Ways to Pay for College
Breanna Sykes, a Wealth Advisor with our affiliated wealth planning…
Free Webinar May 18: Estate Planning Basics and Digital Assets
Wednesday, April 20th, 12-1pm ETRegistration link: https://lu.ma/f4mj2rqq Are your digital…
Stay Ahead of Tax Planning During Times of Uncertainty
We couldn’t be more excited to share the new article…
Virtual Town Hall Recording: ETFs and Your Investment Portfolio
To view the recording of this 01/12/2022 virtual townhall please…
New Higher Estate And Gift Tax Limits For 2022
The official estate and gift tax exemption climbs to $12.06…
Copper Leaf Financial’s Guide to Charitable Giving and New Fillable Worksheet are Now Available Online
Copper Leaf Financial, our affiliated and separately registered financial planning…
Your Master List: A Guide for Your Family, Agent, and Executor
If you were to become incapacitated or die tomorrow, would…
Creating A Charitable Legacy
Some may feel uncomfortable about leaving their charitable mission in…
Virtual Townhall: Dimensional Fund Advisors: Who Are They and Why Should Investors Care?
Virtual Townhall: Dimensional Fund Advisors: Who Are They and Why…
2020 Tax Planning Tip: Minimize taxes on your estate and inherited retirement accounts.
Use your annual gift tax exclusion. If you think that…
Kiplinger: 10 Financial Boxes You Should Check During COVID-19 Pandemic
Kiplinger – 5 Financial Boxes You Should Check Before COVID-19…
5 Ways to Stick with Your Financial Resolutions
By Paul Sisolak, original post from www.chimebank.com. As 2019 approaches,…
Five Things You Should Know About the New Estate Tax Exemption
Estate planning is a critical component to some Americans overall financial…
9 Smart Ways to Use Your Tax Refund
If you are expecting a tax refund this year, give…