Beware: Most Recent ID Theft & Scam Alerts and How to Safeguard Yourself
This resource page is updated EVERY week to include any…
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Don’t Believe Everything You Hear:  Financial Advice Isn’t Universal
The internet is full of seemingly practical financial advice. Social…
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Trump Accounts Launch July 4th: What They Are, Eligibility, and How to Open One
Jackie Thibeault, Wealth Advisor, has published a LinkedIn article about the…
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5 Traits of a Sustainable Financial Plan
A sustainable financial plan is one that is sensible, resilient,…
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Backdoor Roth Offers Savings Strategy for High-Income Earners
Most people are familiar with Roth IRAs as a great…
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Sponsoring Financial Literacy One Student at a Time
WILLISTON, Vt., June 15, 2026 – Copper Leaf Financial continues…
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The Financial Literacy Basics Everyone Should Understand
Financial literacy is about more than just understanding the basics…
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Promoting Personal Finance Wellness
Since fall 2025 Copper Leaf Financial Services has had the…
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How Your Investments Are Taxed: A Simple Guide for Investors
Jackie Thibeault, Wealth Advisor, has published a new LinkedIn article…
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A Personal Lesson in Check Fraud Prevention
Check fraud feels like something from another era — an…
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Meet the Advisor: Breanna Sykes, CFP®
Bre is a Senior Wealth Advisor at Copper Leaf Financial….
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Meet the Advisor: Jackie Thibeault
Jackie is a Wealth Advisor with Copper Leaf Financial. She…
