Financial planning blog for retirees & families

The end of the year is fast approaching, making it an ideal moment to take control of your financial planning. We know that financial to-dos can sometimes feel overwhelming, but proactive decision...

October brings National Financial Planning Month, making it the perfect time to empower the next generation with smart, actionable financial knowledge. While it's tempting to turn to social media...

The holiday season is approaching, and it's easy to feel overwhelmed by both celebration plans and financial concerns. However, taking a proactive approach can ease these worries. Fall provides a...

Defining Stagflation in Simple TermsThe economic landscape can often feel like a complex puzzle with its own language. However, stagflation is a term worth understanding. It's a rare situation that...

Major U.S. Stock Indices RallyAugust witnessed a strong rally in U.S. stock markets, driven by notable gains in technology leaders with a focus on artificial intelligence. The rally was marked by...

As the end of the year approaches, it's easy for the looming tax season to sneak up on business owners, threatening to derail even the best-laid plans. Many are caught off guard by unforeseen tax...

With a steady stream of economic data flooding in, it can be challenging to keep up. However, the recently released July Consumer Price Index (CPI) and Producer Price Index (PPI) reports offer...

The Importance of Staying Informed on Retirement AccountsUnderstanding the rules governing retirement accounts is essential for maximizing benefits and avoiding costly penalties. Recently, the...

The back-to-school season is here, and as families juggle school supply shopping and new schedules, the chaos can feel overwhelming. However, amid the hustle and bustle, it’s essential to take a...

The "One Big, Beautiful Bill Act" (OBBBA) comes packed with sweeping tax changes that will affect a wide range of financial plans. This is not just another political headline but a law with...

Macro Overview: Steadfast Growth Despite UncertaintyThe U.S. economy has shown remarkable resilience throughout the second quarter of 2025, navigating the waters of fiscal policy uncertainty and...

What is a Bear Market?In the midst of recent market volatility, many find themselves anxious about their financial future. You're not alone, and your concerns are valid. This blog aims to clarify...

Enrolling in a 401(k) plan is a critical step towards ensuring financial security in your retirement years. Yet, there's a common misconception that these enrollments are only possible during...

This spring, we asked all of our clients—whether they had recently completed one or hadn’t done one since becoming a client—to revisit their risk tolerance questionnaire. With the market volatility...

As we celebrate Independence Day, many of us are reflecting not only on our nation’s history of freedom, but also on what independence means in our personal lives. For countless Americans, true...

Life insurance is a cornerstone of any sound financial plan, providing peace of mind that your loved ones will be protected in the event of the unexpected. But deciding on the right amount of...

The Changing Paradigm of $1 Million in Retirement SavingsThe belief that accumulating $1 million signals financial security in retirement is deeply ingrained in our culture. For decades, this...

Spring is a season of new beginnings, and for many families, it’s also graduation season. Watching your child walk across the stage and receive a diploma is a moment filled with pride. But once the...

Economic jargon in the news can often feel overwhelming, particularly when you're striving to make informed decisions about your financial future. This post aims to decode five key economic terms...

The Wave of Change in Social Security for RetireesImagine dedicating your life to public service, only to face reduced Social Security benefits upon retirement. This was the reality for many...

Let’s face it: investing can sometimes feel overwhelming, with a sea of choices and considerations. However, with the right information and understanding, it can also become one of the most...

Life is full of milestones that tug at our heartstrings and leave lasting impressions. Whether it’s tying the knot, parting ways, or welcoming a new member into the family, each moment comes with...

Tax Day is fast approaching, and it's time to take stock of opportunities to reduce your tax burden and grow your savings. In the rush to check off all the tax-prep must-dos, be sure not to...

At Copper Beech Wealth Management, our strength has always been rooted in relationships—both with our clients and within our own team. That’s why I’m excited to share some wonderful news: this year...