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How Will You Manage Your Retirement Cash Flow?

Oct 10, 2018
Many people think of retirement planning as saving enough money to live the lifestyle they’ve envisioned and do the things they’ve planned. But that’s only part of having a successful retirement. The financial…

Important To-do's Before Sending Your Child Off to College: Part Two

Oct 01, 2018
In Part One of our blog series, we provided some valuable tips - things to consider before your send your kids off to college. Here are four additional tasks that you should not forget! 1. Determine whether…

Important To-do's Before Sending Your Child Off the College: Part One

Sep 28, 2018
The day has come. Your little baby has grown up and is now ready to leave the nest. He or she has graduated high school and the next big step is awaiting. Whether it’s college, a gap year, a year abroad…

What You Need to Know About the New Medicare Cards

Sep 27, 2018
New Cards Increase Identity Protection, But Also Fraud Attempts Beginning in May, the Centers for Medicare & Medicaid Services (CMS) will begin mailing new identification cards to beneficiaries. The Medicare…

Copper Leaf Financial Sponsoring Vermont Women's Fund Event - Girls Who Code

Sep 24, 2018
Copper Leaf Financial is very pleased to sponsor the Vermont Women's Fund Annual event on Tuesday, October 30, 2018 at the UVM Davis Center as they host Reshma Saujani, founder of Girls Who Code. Saujani…