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Blog

A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.

Financial Planning Basics: Creating and Maintaining a Budget

Steve Coupe | Sep 26, 2022
Categories
Savings
Finance
Hand holding a page with several charts on it

Asset Allocation and Risk Allocation

Steve Coupe | Sep 19, 2022
Categories
Investments
Hand holding a large bundle of balloons

What to Do With with a Sudden Windfall

Steve Coupe | Sep 12, 2022
Categories
Finance
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.

Is Confirmation Bias Affecting Your Investment Strategy?

Steve Coupe | Sep 5, 2022
Categories
Investments
A couple working in their kitchen together

Family Business vs. Family Boundaries: Drawing the Line

Steve Coupe | Aug 31, 2022
Categories
Family
Finance
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

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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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