Your Divorce is Finalized – Now What?
The judge has signed off and you are officially divorced….
Set Yourself Up for Financial Success This Year
Are you ready to take control of your finances in…
Insights from Breanna Sykes: How Flourish Cash Enhances Client Cash Management
Recently, Ben Cruikshank, President of Flourish, interviewed Copper Leaf Financial…
How to Estimate What College May Really Cost
When determining whether a specific college is in your price…
Backdoor Roth Offers Savings Strategy for High-Income Earners
Most people are familiar with Roth IRAs as a great…
7 Financial Goals for 2025
Happy New Year! Now is the perfect time to think…
Year-End Financial Planning Checklist
End-of-year planning is crucial to meeting key deadlines and preparing…
6 Strategies to Control College Costs for High Income Families When FAFSA Doesn’t Help
Copper Leaf Financial Associate Wealth Advisor Jackie Thibeault has published…
5 Financial Decisions to Consider Before Year-End
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin…
Year-End Tips to Reduce Your 2024 Taxes: You Must Act Soon
You may be able to reduce your 2024 taxes if…
Qualified Charitable Distributions: A Smart Way to Give
At Copper Leaf Financial we believe that tax-efficient philanthropy can…
Top 5 Considerations for Open Enrollment: Review Your Company Benefits
Open enrollment is your opportunity to thoroughly review your company’s…
Disclosure Brochures and Policies
Form CRSForm CRS (Client Relationship Summary) is a uniform disclosure…