Archives

Five Valuable Tips as You Prepare to File FAFSA

Sep 22, 2022
Copper Leaf Wealth Advisor Breanna Sykes has published a new article including valuable tips for those preparing to file FAFSA (Free Application for Federal Student Aid), which opens October 1st. The article,…

Could You Be Eligible for the Student Loan Forgiveness Benefit?

Sep 20, 2022
Associate Wealth Advisor Jackie Winkler has published an article on LinkedIn about the new student loan forgiveness program. On August 24, 2022, President Biden made the long-anticipated announcement…

Virtual Townhall: Scams, Hacks and Cyber Security

Sep 19, 2022
Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself Tuesday, October 18th, 12-1pm ET Registration Link: https://lu.ma/15lsqcgk Guest: Jared Hoffman, Managing Director, Buckingham…

Clean Vehicle Federal Tax Credit: Important Changes and What You Need to Know

Sep 19, 2022
At Copper Leaf Financial we work closely with our clients, providing recommendations on many things including big purchases. For example, when it is time to buy a car we will often discuss leasing vs.…

Copper Leaf Financial Sponsoring 2022 Vermont Women’s Fund Annual Celebration

Aug 29, 2022
Copper Leaf Financial is excited to sponsor the upcoming Vermont Women’s Fund annual celebration. Join us at the UVM Davis Center on Thursday, September 15th at 5:30pm to show your support and help make…