Your Divorce is Finalized – Now What?
The judge has signed off and you are officially divorced….
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…
Safeguard Your Family’s Financial Security: Plan Now for Incapacity
Life happens and being prepared for the unexpected can ensure…
Retirement Accounts Explained: Clearing up the Uncertainty
There are many types of retirement accounts, and each has…
Solo 401(k) Plans for Owner-Only Businesses
What is a Solo 401(k)?A Solo 401(k) is for owner-only…
LGBTQ Families: Tips to Better Protect Your Financial Future
Copper Leaf Financial Associate Wealth Advisor Jackie Winkler has published…
Veto Override Impacts Vermont Property Tax and Short-term Rentals
Vermont Public | By Lola Duffort, June 17, 2024 Vermont…
Understanding the Unique Challenges for Women Navigating Finances
Women are making significant strides in career advancement, education, and…