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Blog

Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.

Working with an Investment Professional

Steve Coupe | Aug 8, 2022
Categories
Investments
A retiree couple in a meeting with a professional. They are all looking at a laptop screen

Preparing for Lifetime Income in Retirement

Steve Coupe | Aug 1, 2022
Categories
Retirement
Focused young woman shopping online on her laptop

Financial Planning for Young Professionals

Steve Coupe | Jul 29, 2022
Categories
Investments
Finance
A teenager holding a yellow and blue longboard talking to her friend

Finance Lessons for Your Teen

Steve Coupe | Jul 18, 2022
Categories
Family
Finance
Google home.

Investment to Watch: Smart Home Technology

Steve Coupe | Jul 11, 2022
Categories
Investments
Mother and child working on a laptop together

Should You Prioritize Retirement Savings over College Savings?

Steve Coupe | Jul 4, 2022
Categories
Retirement
College
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.

Understanding Your True Risk Tolerance

Steve Coupe | Jun 27, 2022
Categories
Investments
Large house.

High Net Worth Families Need a Complete Risk Management Plan

Steve Coupe | Jun 20, 2022
Categories
Insurance
Risk Management
Family
Two yellow balloons with smiley faces on them

Are Emotions Controlling Your Personal Finances?

Steve Coupe | Jun 13, 2022
Categories
Finance
Woman holding coins in hands.

Retained Life Estate: Open the Door to Tax Charitable Deductions

Steve Coupe | Jun 6, 2022
Categories
Education
Estate Planning
Tax Planning
Real Estate
Young woman pouring a drink for an older woman. They are sitting together at a table.

Talking to your Aging Parents about Finances

Steve Coupe | May 30, 2022
Categories
Retirement
Business person pointing at laptop screen.

Insuring Lifetime Income Sufficiency with a Split Annuity

Steve Coupe | May 23, 2022
Categories
Retirement
Annuity

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9414 Ridgetop Blvd,
Suite 103
Silverdale, WA 98383

Stephen Coupe
Cell 360-271-8564
Office 360-698-6546
scoupe@copperfm.com

   

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Copper Financial Group, a dba of Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Copper Financial Group, a dba of Clear Creek Financial Management, LLC unless a client service agreement is in place. Copper Financial Group provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.

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