LGBTQ+ & Finance: Empowering Financial Confidence with Inclusive Planning Strategies
The financial industry has an obligation to promote inclusivity and…
Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025
Congratulations to Copper Leaf Financial Senior Wealth Advisor Bre Sykes,…
Financial Decisions Require Two Voices: A New Era of Money & Marriage
Copper Leaf Associate Wealth Advisor Jackie Thibeault has published a…
8 Questions to Ask When Choosing a Fiduciary Advisor
Choosing a financial advisor that is the right fit for…
Tax-Smart Investing Strategy: Asset Location
Asset location is a tax-efficient investment strategy that places different…
7 Reasons You Need a Professional to Manage Your Investments
Investing is a powerful tool for building wealth over time,…
Beware: Common Identity Theft Scams and How to Safeguard Yourself
Identity thieves and scammers are becoming more sophisticated each year,…
Five Steps for Creating a Digital Estate Plan
If you want to make sure your digital property can…
Quarterly Outlook: Q2 2025
Slower Growth Expected Amid Shifting Trade Policies Main Takeaway The…
10 Steps to Take if Your Financial Information Has Been Compromised
Sometimes things can go wrong, despite taking all necessary precautions….
Protecting Your Financial Future: 7 Essential Tips to Keep Your Financial Information Secure
As a financial advisor, one of my top priorities is…
Limits & Milestones: Your Financial Planner for 2025
Copper Leaf Financial is very excited to unveil our new…