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  • Somers NY - 3DG
    341 Route 202 Ste 1A Somers, NY 10589-3244 T: 914.276.2475 TF: 866.729.8764 F: 866.597.3934
    Map and Directions Map and Directions
Copper Beech Wealth Management Group of Raymond JamesCopper Beech Wealth Management Group of Raymond James
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Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Read
Read
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Read
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
View
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and...
Family & Lifestyle
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing ...
Markets & Investing
Sophisticated wealth management
See the bigger picture
Copper Beech Wealth Management Group of Raymond JamesCopper Beech Wealth Management Group of Raymond James
  • 341 Route 202 Ste 1A Somers, NY 10589-3244
  • T: 914.276.2475
  • TF: 866.729.8764
  • F: 866.597.3934
  • Map & Directions
  • Map & Directions
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