Your Divorce is Finalized – Now What?
The judge has signed off and you are officially divorced….
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Blog | News | Whitepapers
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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How Investments Impact Financial Aid Eligibility
Jackie Thibeault, CFP®, Wealth Advisor, has published a LinkedIn article…
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Putting Your Digital Estate Plan in Place
Key takeaways: Why do you need a digital estate plan?…
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Copper Leaf Financial Announces Jackie Thibeault Has Achieved CFP® Certification
WILLISTON, Vt., September 14, 2026 – Copper Leaf Financial is…
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JOHN W. DAVIS APPOINTED AS CHAIR OF WAKE ROBIN BOARD OF DIRECTORS
Copper Leaf Financial is very pleased to announce the appointment…
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Learning to Embrace Retirement: A Gradual Transition
Proper retirement planning is more than ensuring you have enough…
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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 Launched 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…
