Copper Leaf Financial

🎉 New Year, New Financial Goals! 💰 As we enter 2025, it’s the perfect time to set your #financial intentions—and #budgeting is the key! It’s not about restriction; it’s about aligning your spending with your #goals to build lasting habits for success. 🌟 This year, let’s debunk common #budgeting myths, create a #sustainable system, and discover strategies to stay on track for a financially empowered 2025! 🙌 🔗 For more information, take a look at the recent blog post from our friends at @buckinghamsw https://buff.ly/40cSN56 #FinancialGoals #Budgeting #MoneyMatters #NewYearNewYou #FinancialSuccess #2025Goals #CopperleafFinancial #VermontFinancialAdvisor

✨ As 2024 ends, it's time to set your sights on 2025 and beyond! ✨ Now is the perfect time to start thinking about your #financial goals for the New Year. Whether you're saving for a big purchase, planning for #retirement, or simply aiming to improve your financial health, setting clear, actionable goals will help you stay on track and make informed decisions. 🎯 Taking the time to establish thoughtful goals today can pave the way for the financial success you desire tomorrow! 🔗 For more information, read here! https://buff.ly/3W9cAA7 #FinancialGoals #NewYearPlanning #MoneyMatters #FinancialSuccess #2025Goals #RetirementPlanning #CopperleafFinancial #VermontFinancialAdvisor

🔮 2025 Tax Planning: Key Considerations & Opportunities! 🔮 As we approach 2025, a key question for #tax planning is the future of the 2017 Tax Cuts and Jobs Act (#TCJA). Many provisions are set to expire at the end of next year, but with Republican control of the White House, Senate, and House, it's more likely that tax policies will stay the same or be extended. While there are still questions about the future, the election results give us a clearer path to plan. 💡 For more insights and strategies to navigate your 2025 tax planning, check out this blog our friends at @buckinghamsw posted! https://buff.ly/4g8p032 #TaxPlanning2025 #TCJA #TaxStrategy #ElectionImpact #FinancialPlanning #TaxOpportunities #CopperleafFinancial #VermontFinancialAdvisor

🗓 Year-End Financial Planning Checklist 💼 As the year winds down, it’s time to make sure your #finances are in order. Proper #year-end planning is essential to meeting key deadlines and setting yourself up for success in the new year. This checklist will help guide you through the important steps to consider when finalizing your #financial strategy. ✅ Required Minimum Distributions (RMDs) ✅ Charitable Donations ✅ Annual Exclusion Gifts ✅ Employee Deferral Contributions ✅ 529/ABLE Contributions ✅ Cafeteria Plans Don’t wait until the last minute — get a head start on your 2024 financial goals! 🔗 For the full checklist and tips, visit our blog: https://buff.ly/3ZDz0eW #FinancialPlanning #YearEndChecklist #TaxPlanning #MoneyManagement #EndOfYearGoals #PersonalFinance #CopperleafFinancial #VermontFinancialAdvisor

🎓 6 Strategies to Control College Costs for High-Income Families 💸 The #rising cost of college is putting #financial pressure on families across the board—even high-income households who may not qualify for #FAFSA assistance. But don’t worry, there are smart strategies to ease the burden! 💡 Learn how to: ✔️ Maximize #tax benefits ✔️ Leverage creative #savings options ✔️ Strategize tuition payments and more! Get the full breakdown of actionable tips to make #college more #affordable: https://buff.ly/49aw8cg #CollegePlanning #HigherEducation #FinancialTips #PayingForCollege #CopperleafFinancial #VermontFinancialAdvisor

🌟 This Giving Tuesday, Start Building Your Legacy 🌟 Establishing how you #share your wealth today can create a lasting impact for the people and causes you care about. From #philanthropy to #charitable giving and intergenerational wealth planning, every decision you make helps ensure your #legacy lives on for generations to come. 💡 Learn how to plan for a future of giving and ensure your values are passed on. 👉 https://buff.ly/41o9KKC #GivingTuesday #LegacyBuilding #Philanthropy #CharitableGiving #WealthPlanning #MakeADifference #EstatePlanning #GivingBack #CopperleafFinancial #VermontFinancialAdvisor

🎙️ 5 Financial Decisions to Consider Before Year-End 💡 In the latest episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan breaks down 5 key #financial items you may want to review before the year ends. 🗓️ Don't miss these #valuable insights to help you make smart financial moves for the year ahead! Catch the full episode and get all the details 👉 https://buff.ly/3ZcdDAR #FinancialPlanning #YearEndPlanning #BuckinghamPerspectives #InvestmentTips #SmartMoneyMoves #CopperleafFinancial #VermontFinancialAdvisor

🚨 The Big Picture on Small Caps 🚨 Lately, there's been a lot of talk about the size premium, especially given that US #small-cap stocks have underperformed #large-cap indices over the past two decades. 📉 But here's the thing: taking a global perspective paints a much more optimistic picture. 🌍 When we zoom out and look beyond just the US market, the dynamics of small-cap performance shift. The full picture of small-cap #investing isn't just about US trends; it's about understanding how they fit into the global market landscape. 🌎 Want to dive deeper? Check out this blog post to learn why small caps still deserve a place in your portfolio—no matter where you're investing. 💼 🔗 https://buff.ly/3O7GJeI #SmallCapInvesting #GlobalPerspective #InvestingStrategy #MarketTrends #FinancialPlanning #CopperleafFinancial #VermontFinancialAdvisor

🎓📊 Register for our free Webinar: Digesting Your 2023 Tax Return 📊🎓 Navigating your 2023 tax return can be daunting, but a basic-level understanding is crucial for making informed financial decisions. 🧾💡 We’re hosting an exclusive webinar to break down your 2023 tax return, offering clear explanations and actionable insights to help you make the most of your tax situation. Whether you’re a business owner or an individual taxpayer, this session will provide valuable insight! 🗓️ Date: October, 29th 🕒 Time: 12 PM EST 🔗 Register Here: https://buff.ly/3Tm57w4 Don’t miss this opportunity to gain clarity and optimize your financial strategy! See you there! #TaxWebinar #TaxReturn2023 #FinancialPlanning #Webinar #TaxTips #BusinessFinance #PersonalFinance #CopperleafFinancial #VermontFinancialAdvisor #VermontCPAs #DavisandHodgdon #VermontAccountant

📈🔍 Get the latest insights on the economy from our friends at @buckinghamsw! In this episode of *Buckingham Perspectives*, Chief Investment Officer Kevin Grogan dives into the Economic Outlook for Q3 2024. Discover what’s ahead for markets and the economy. Don’t miss this expert analysis—tune in now! 🎧📊 https://buff.ly/3A1UOGC #EconomicOutlook #BuckinghamPerspectives #MarketTrends #CopperleafFinancial #VermontFinancialAdvisor