Archives

3 Things to Know About Freezing Your Credit Report

Feb 19, 2020
There are a few things to consider when it comes to freezing your credit report: 1. A credit freeze restricts access to your credit report, making it more difficult for identity thieves to open new accounts…

Tips for Defining Your Financial Goals and Sticking to Them

Feb 11, 2020
The start of a new year is a natural time to set new goals. Here are a few tips for defining your goals and begin your journey toward them. Be specific. Once you've defined your goals - new home, college…

3 Ways to Reduce the Cost of College

Feb 06, 2020
The cost of college continues to rise - we have 3 tips for reducing the cost of it. Choose an accelerated degree program. If the student plans to pursue an undergraduate degree and a graduate degree,…

5 Financial Items to Review Annually

Jan 28, 2020
A lot can change in one year. To help ensure that your financial documents stay in sync with what’s going on in your life, it’s a good idea to review the following documents at least once a year. Estate…

Williston Vermont Event: Money Date Night

Jan 22, 2020
Build a stronger relationship with healthy financial conversations! Copper Leaf Financial is very excited to present our 3rd in a series of "Roundtable discussions" in our Williston, Vermont office. Money…