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Investment tips from Copper Financial

Investing can be a powerful tool to help you with building wealth, achieving financial goals, and securing a brighter future. 

Planning for your future starts with confidence — and a little guidance. Whether you are just beginning to explore investing or fine-tuning your retirement plan, the right resources can make all the difference. Wherever you are in your financial planning journey, these quick reads from trusted third party investment adviser Copper Financial are here to support your goals and empower your next steps. 

Navigating your financial future

4-minute read

Whether you are investing for the first time or revisiting your portfolio, keep your overall financial well-being in focus. Consider these tips for developing an investment plan grounded in research, discipline, and a thorough understanding of financial risk. 

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Investing 101 

3-minute read 

Whether you are brand new to investing, or simply looking to refresh your knowledge, return to the basics of investing with Copper Financial to develop a solid foundation for a successful investing journey. 

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Investing mistakes to avoid 

3-minute read 

Investing over the long-term can help grow your wealth faster than traditional savings and is great for reaching goals like retirement or saving for your child’s education. However, it is important to be aware of pitfalls that can derail your efforts. 

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Creating your retirement strategy 

3-minute read 

It is possible to retire confidently, even if you are uncertain of what your tomorrow looks like. You can do this by saving, investing, and acting on your vision of retirement now to chart a path toward your goals. 

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Pros and cons of early retirement 

4-minute read 

While the idea of retiring early is enticing, there is much to consider when deciding on a retirement age that makes sense for your finances. Explore the advantages and disadvantages of early retirement and a few ways to begin planning. 

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Are you ready for retirement? 

3-minute read 

Retirement is often envisioned as a time to relax and enjoy life but achieving a secure and comfortable retirement takes careful planning. Check these five key factors to see if you are on track for a secure retirement. 

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Estate planning for loved ones 

3-minute read 

An estate plan is a powerful tool that allows you to provide lasting financial protection for your family. With the right guidance, you can create a plan that reflects your values and leaves a legacy that ensures your family’s financial peace of mind. 

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Further reading

Thinking about your legacy as you plan your financial future? Watch our short video to better understand the importance of beneficiaries

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