Tag: financial planning

Virtual Townhall: Dimensional Fund Advisors: Who Are They and Why Should Investors Care?

Jul 21, 2021
Dimensional Fund Advisors is perhaps the largest investment manager that is unknown to the general public. Despite this, Copper Leaf Financial uses Dimensional funds in many client portfolios. Now is your chance to find out why and ask questions about one of our best kept secrets!

Virtual Townhall: What Every Family Should Know About Trusts

Oct 19, 2021
Trusts could play an important role as you plan for your family’s future, yet it’s surprising how little most people know about them. Whether you have an existing trust or maybe you are considering it for your situation- join us and discover everything you should know about them to make the best choice for your family.

Virtual Town Hall Recording: ETFs and Your Investment Portfolio

Dec 15, 2021
What is all the fuss with Exchange Traded Funds (ETFs) and why should it matter to you? Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment strategist Anthony Caruso, CFA® of Dimensional Fund Advisors, we will take a close look at ETFs and answer all of your questions about how they could fit into investment portfolios.
Making Sense of Medicare

Making Sense of Medicare

Jul 24, 2017
Medicare is a complex program with many rules, regulations, and moving parts. If consumers fail to enroll at the right time, they can face serious penalties. If they don't buy sufficient insurance to cover…

9 Smart Ways to Use Your Tax Refund

Mar 08, 2018
If you are expecting a tax refund this year, give some thought as to how you can make the most of it. Save it? Use it to pay down debt? Here are some ideas.

Meet Molly Passalacqua

Jul 15, 2021
We are very excited to introduce our new Wealth Advisor, Molly Passalacqua! Molly’s passion is to help Copper Leaf clients define their financial and lifestyle goals and develop customized plans for how those objectives can be achieved. The ultimate goal is a customized wealth management plan designed to integrate every aspect of their lives.

Creating A Charitable Legacy

Aug 26, 2021
Some may feel uncomfortable about leaving their charitable mission in another’s hands, but it also might not be practical or optimal to donate all the dollars you wish within your lifetime.

Copper Leaf Financial’s Guide to Charitable Giving and New Fillable Worksheet are Now Available Online

Oct 27, 2021
Copper Leaf Financial, our affiliated and separately registered financial planning firm has published a workbook “Guide to Creating Your Charitable Giving Statement” which was created to act as a guide for their clients. The guide is used to assist them with organizing their charitable giving efforts and creating a plan for the future – a plan that includes intentional giving and consideration of strategies that are tax advantageous. Many of our clients are passionate and deeply generous donors, however most had taken a disorganized approach to their charitable giving efforts.

How to Balance Saving for Retirement and Your Kids’ Education

Nov 04, 2021
Setting aside adequate funding for the future is a long, hard slog. Particularly for younger families who are early- to mid-career and have a lot of competing financial items to cover. Between raising young kids, paying mortgage or rent, and the countless other items that come with daily living, it can be stressful and difficult to see how everything is ever going to come together.

Meet the Associate: Jackie Winkler

Dec 09, 2021
Jackie is an Associate Wealth Advisor with Copper Leaf Financial, LLC. She is a graduate of St. Michael's College, where she majored in Business Administration with a minor in Economics and Political Science. She has several years of client service experience that includes working in operations support at VSECU, as well as a Pharmacy Technician at Kinney Drugs.