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10 Easy Tips for Saving Money

Oct 20, 2015
While most people realize that saving money is critical, many don’t know how to save. Following is a short list of suggested “how to” saving techniques. Before getting started, go through the exercise…

Financial Tips for Life 101

Oct 21, 2015
Wherever you are in life, these tips may help you get on solid financial ground and help you stay there. Get specific with your goals. There’s an old expression: “If you don’t know where you’re going,…

Tax Strategies for Retirees

Mar 21, 2016
A successful retirement begins with having the money you need to enjoy your new status as a “retiree”. A big component of retirement financial security is having an effective, tax-strategic withdrawal…

2016 Quarter One Market Results: Stay the Course and Keep a Long-term Mindset

Apr 14, 2016
The 2016 first quarter global and U.S. market performance results are in! You can easily access the quarterly review newsletter now published by clicking here. When markets fall even the most experienced…

State Designates Copper Leaf Financial as Vermont Green Business

May 23, 2016
WILLISTON, Vt., May 24, 2016 –Copper Leaf Financial (CLF), located in Williston, has been named a Vermont Green Business by the state of Vermont for their environmental stewardship and sustainability efforts.…

Three Ways to Get Your Federal Student Loans Forgiven

Jun 07, 2016
If you’re like most people, your student loans probably feel like a ball and chain. Every month, you dutifully make a payment knowing that you’ll be making that same payment next month, the month after…

Critical Financial Considerations When You Leave a Job

Jun 14, 2016
Tips to help you make the most of your retirement savings, stock options, and employee benefits when you leave a job. Whether you are switching jobs or retiring, you may be faced with several financial…

8 Things Baby Boomers Need to Know About RMDs

Jun 30, 2016
Required Minimum Distributions, often referred to as RMDs, are amounts that the U.S. federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans.…

Simplify Your Finances: Investing

Jul 06, 2016
Investing Consolidate your retirement accounts. If you have retirement accounts with former employers, consider consolidating them in an IRA or your current employer’s retirement plan. Fewer retirement…

Simplify Your Finances: Banking

Jul 20, 2016
Looking to simplify your life so you have more time to do what you love? Start with your banking habits. Use direct deposit for all your income. There is no need to make a trip to the bank and wait in…