Your Divorce is Finalized – Now What?
The judge has signed off and you are officially divorced….
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…
Personal Finance Scorecard
How do you score on personal finance preparedness? It’s good…
Everything You Need to Know About Medicare, In One Place
Navigating the ins and outs of Medicare can be complex,…
Navigating Senior Living in Vermont: A Guide to Resources and Support
While known for its scenic beauty and close-knit communities, finding…
Copper Leaf Financial Promotes Maia Furnari to Firm Administrator
WILLISTON, Vt., July 22, 2024 –Copper Leaf Financial has promoted…