Copeland Financial

11/04/2022

Despite the market rebound in October, are there risks ahead? Commonwealth CIO Brad McMillan takes a closer look in his latest Market Thoughts video.

09/01/2022

Although it can be difficult to imagine life after you’ve moved on, it’s important to keep in mind that planning an exit strategy doesn’t signal that your career is over. Rather, it’s a demonstration of your commitment to your company’s future success and an essential step in ensuring that your business is well-positioned to proceed in your absence down the line. Here are 4 steps to consider as you exit your business. https://sl.myclout.com/4db4dd7dc1c1d090

08/30/2022

We've seen increases in our cost of living, but what about how inflation impacts your tax bill? Find out more on what to consider in our inflationary environment.

Taxes may take a bigger chunk of your Social Security, Medicare, investments -- and more

08/29/2022

Many people receive some form of life insurance through work, but is that coverage sufficient? The truth is, that employer-sponsored death benefits tend to be modest and may not cover all of your loved ones’ needs. Learn what other options you have.

iQuanti: Many employers offer low-cost life insurance as part of employee benefits packages. These can be a great starting point, but employers don't usually offer more than $50,000 in death benefits. The IRS may consider amounts over this taxable income for the employee, so the employer may charge....

08/26/2022

Do the years get better as you age? Here are 4 critical thoughts regarding aging and longevity and why the twenties may only be the start of the best years of our lives.

“Stop telling people in their 20s that these are the best years of their lives. They’re not.”

08/25/2022

Market volatility has many retirees worried, but you don’t need to be one of them. These
strategies will help you and your portfolio weather volatility with confidence in today’s economy.
https://sl.myclout.com/557799583c69dc56

08/24/2022

Young investors ready to dip their toes into investing are now hesitant. Don't worry; you're not the only one feeling overwhelmed by this volatile market. Here are some inquiries addressed that you were likely wondering about.

Many younger investors have never experienced stock market volatility and are wondering if they should buy now or steer clear. Answering these three questions could tell them what they need to know.

08/22/2022

Money concerns are a shared cause of stress. Due to inflation, financial anxiety has only increased. With these 7 directions, financial therapists are here to save the day.

Achieving financial wellness is all about feeling comfortable and confident about your decisions about money and financial situations. Here’s how to get there.

08/18/2022

Whether you’ve just inherited a 401(k) or are thinking about leaving yours to a loved one, there are important tax implications for you to consider. Here’s what you should know about 401(k) inheritance taxes.

Inheriting a retirement account can create tax headaches. Learn how 401(k) inheritance rules work and how they affect your financial plan.