Blog

Many people think of retirement planning as saving enough money to live the lifestyle they’ve envisioned and do the things they’ve planned. But that’s only part of having a successful retirement. The financial…

In Part One of our blog series, we provided some valuable tips - things to consider before your send your kids off to college. Here are four additional tasks that you should not forget! 1. Determine whether…

The day has come. Your little baby has grown up and is now ready to leave the nest. He or she has graduated high school and the next big step is awaiting. Whether it’s college, a gap year, a year abroad…

New Cards Increase Identity Protection, But Also Fraud Attempts Beginning in May, the Centers for Medicare & Medicaid Services (CMS) will begin mailing new identification cards to beneficiaries. The Medicare…

Copper Leaf Financial is very pleased to sponsor the Vermont Women's Fund Annual event on Tuesday, October 30, 2018 at the UVM Davis Center as they host Reshma Saujani, founder of Girls Who Code. Saujani…

In addition to dealing with the logistical and emotional impact of dealing with a disaster, the days, weeks, months and even years ahead can present numerous financial challenges. Unfortunately, getting…

Will your retirement savings last as long as you do? One way to help ensure that they do is to use an income annuity to turn part of your savings into a stream of income that is guaranteed* to last for…

Copper Leaf Financial's Michael L. Thompson, CAP® joins internationally published Vermont author Kathleen Burns Kingsbury for this recent "Breaking Money Silence" podcast to discuss the myth that philanthropy…

Copper Leaf Financial is honored to be voted as the Vermont Business Magazine (VBM) 2018 BOB Award Winner for "Best Financial Planning/Investment Firm" for the 2nd consecutive year! VBM's "Best of Business"…

Many under the age of 16 don’t have much money, a line of credit or even a job. Cybercriminals don’t care. They have made this group of youth their No. 1 target for identity theft. In this video, cybersecurity…