Opinions expressed herein are solely those of Copia Wealth Management Advisors Inc. and our editorial staff. Material presented is

believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail

with your individual financial professional prior to implementation. 

Investment advice offered through Copia Wealth Management Advisors, Inc.

Copia Wealth Management Advisors, Inc. is a registered investment adviser.

Follow Us

November 25, 2017

Before You Claim Social Security

Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.

   

How long do you think you will liv...

November 25, 2017

Markets have cycles, and at some point, the major indices will descend.

Provided by «representativename»

We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average repeatedly settling at a...

November 25, 2017

A look at some popular & obscure options for receiving money with little or no tax.

Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of which are less publicized than...

November 25, 2017

What they can (and cannot) accomplish.

Living trusts are created with a clearly defined objective: to avoid probate. Unfortunately, misconceptions about living trusts have spread to the point where people think they can accomplish much more than they can.

If you fear pro...

November 25, 2017

How much can you contribute this year?

In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles.

IRAs. The 2017 limits are the same as in 2016: $5,500 for IRA owners...

Please reload

  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square
Please reload

Recent Posts
Archive
Please reload