Blog

How Will You Manage Your Retirement Cash Flow?

Oct 10, 2018
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…

Important To-do's Before Sending Your Child Off to College: Part Two

Oct 01, 2018
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…

Important To-do's Before Sending Your Child Off the College: Part One

Sep 28, 2018
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…

What You Need to Know About the New Medicare Cards

Sep 27, 2018
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 Sponsoring Vermont Women's Fund Event - Girls Who Code

Sep 24, 2018
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…

Dealing with Disaster

Sep 18, 2018
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…

Income Annuities: Helping Your Savings Last a Lifetime

Aug 29, 2018
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…

Myth: Philanthropy is for the super wealthy

Aug 15, 2018
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…

2018 VBM Best in Business Award: Best Financial Planning/Investment Firm

Jul 31, 2018
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"…

Cybersecurity Insights: Protecting Your Child's Identity

Jul 26, 2018
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…