Blog

There are a few things to consider when it comes to freezing your credit report: 1. A credit freeze restricts access to your credit report, making it more difficult for identity thieves to open new accounts…

The start of a new year is a natural time to set new goals. Here are a few tips for defining your goals and begin your journey toward them. Be specific. Once you've defined your goals - new home, college…

The cost of college continues to rise - we have 3 tips for reducing the cost of it. Choose an accelerated degree program. If the student plans to pursue an undergraduate degree and a graduate degree,…

A lot can change in one year. To help ensure that your financial documents stay in sync with what’s going on in your life, it’s a good idea to review the following documents at least once a year. Estate…

Build a stronger relationship with healthy financial conversations! Copper Leaf Financial is very excited to present our 3rd in a series of "Roundtable discussions" in our Williston, Vermont office. Money…

Deciding what to do with the money in your old 401(k) account is an important decision, and it begins with understanding your options. When you change employers or retire, it’s important to understand…

The start of a new year is a natural time to set new goals. Here are a few tips to help you define your financial goals and begin your journey toward them. Be specific. Once you’ve identified your goals…

On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.     The SECURE Act provides a mixed bag of incentives and obligations for retirement…

Yield is an important measurement to understand when selecting bonds. And if you’ve ever shopped for bonds before, you’ve probably noticed that yield is measured in a few ways. Here are some of the most…

‘Tis the season! A Chittenden County Vermont family of four (connected to the firm through the organization Steps to End Domestic Violence, formerly Women Helping Battered Women) was selected anonymously…