Blog

Year-End Tax Planning Strategies

Nov 06, 2018
You may be able to reduce your 2018 taxes if you act soon! Several year-end tax minimization strategies for individuals are presented here. Not all strategies may be appropriate for you so please seek…

How to Prepare Financially When Illness or Injury Strikes

Nov 01, 2018
Having the proper insurance, savings, and legal documents in place can help prevent a health crisis from turning into a financial crisis. Line up people to manage your care and finances. Set up a durable…

Happy Halloween from the staff at Copper Leaf Financial

Nov 01, 2018
Our annual Halloween costume contest was very competitive this year and generated some memorable staff images! And the winners are... Best Costume: RyanMost Creative Costume: MegFunniest Costume: Rebecca   Best…

5 Things to Know About the New Estate Tax Exemption

Oct 30, 2018
1. The Tax Cuts and Jobs Act of 2017 doubled the amount you can exempt from the federal estate, gift, and generation-skipping transfer taxes. 2. The new federal exemption amount is $11.8 million. 3.…

The New Tax Law Makes Roth IRAs More Attractive: Part Two

Oct 25, 2018
Converting to a Roth IRA There are no income limits on who can convert their existing retirement savings to a Roth IRA. So even if your income is high, you can transfer savings from a traditional, SEP,…

The New Tax Law Makes Roth IRAs More Attractive: Part One

Oct 24, 2018
If you’ve been thinking about contributing or converting to a Roth IRA, this may be the time to do it. The recent overhaul of the federal tax code lowered the income tax rates for individuals – and lower…

How Will You Manage Your Retirement Cash Flow?

Oct 10, 2018
Many people think of retirement planning as saving enough money to live the lifestyle they’ve envisioned and do the things they’ve planned. But that’s only part of having a successful retirement. The financial…

Important To-do's Before Sending Your Child Off to College: Part Two

Oct 01, 2018
In Part One of our blog series, we provided some valuable tips - things to consider before your send your kids off to college. Here are four additional tasks that you should not forget! 1. Determine whether…

Important To-do's Before Sending Your Child Off the College: Part One

Sep 28, 2018
The day has come. Your little baby has grown up and is now ready to leave the nest. He or she has graduated high school and the next big step is awaiting. Whether it’s college, a gap year, a year abroad…

What You Need to Know About the New Medicare Cards

Sep 27, 2018
New Cards Increase Identity Protection, But Also Fraud Attempts Beginning in May, the Centers for Medicare & Medicaid Services (CMS) will begin mailing new identification cards to beneficiaries. The Medicare…