Blog

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…

Dealing with Disaster

Sep 18, 2018
In addition to dealing with the logistical and emotional impact of dealing with a disaster, the days, weeks, months and even years ahead can present numerous financial challenges. Unfortunately, getting…

Income Annuities: Helping Your Savings Last a Lifetime

Aug 29, 2018
Will your retirement savings last as long as you do? One way to help ensure that they do is to use an income annuity to turn part of your savings into a stream of income that is guaranteed* to last for…

Myth: Philanthropy is for the super wealthy

Aug 15, 2018
Copper Leaf Financial's Michael L. Thompson, CAP® joins internationally published Vermont author Kathleen Burns Kingsbury for this recent "Breaking Money Silence" podcast to discuss the myth that philanthropy…

2018 VBM Best in Business Award: Best Financial Planning/Investment Firm

Jul 31, 2018
Copper Leaf Financial is honored to be voted as the Vermont Business Magazine (VBM) 2018 BOB Award Winner for "Best Financial Planning/Investment Firm" for the 2nd consecutive year! VBM's "Best of Business"…

Cybersecurity Insights: Protecting Your Child's Identity

Jul 26, 2018
Many under the age of 16 don’t have much money, a line of credit or even a job. Cybercriminals don’t care. They have made this group of youth their No. 1 target for identity theft. In this video, cybersecurity…

Ways to Catch-up on Retirement Savings: #4

Jul 11, 2018
Tip #4 for catching up on your retirement savings - it's not too late to play catch up! 4. Use taxable accounts to save additional amounts. To get on track to your savings goal, you may need to save…

Ways to Catch-up on Retirement Savings: #3

Jul 09, 2018
Tip #3 for catching up on your retirement savings - it's not too late to play catch up! 3. Begin catch-up contributions at age 50. Keep an eye on the calendar: Once you reach the year that you will turn…

Ways to Catch-up on Retirement Savings: #2

Jul 02, 2018
Tip #2 for catching up on your retirement savings - it's not too late to play catch up! 2. Grab the employer match. If your employer offers a retirement plan and will match a portion of your contributions,…

Ways to Catch-up on Retirement Savings: #1

Jun 28, 2018
Even if time is running short, there are still things you can do to improve your retirement picture. 1. Take advantage of tax breaks for saving. If you are not contributing to a workplace retirement…