Blog

Parents with college bound kids should not delay! The U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA) helps families determine what and how much financial aid is available…

Giving money directly to an individual with special needs may jeopardize his or her eligibility for government benefits. There are ways, however to contribute to the individual’s long-term financial security…

Be smarter with your charitable giving efforts this holiday season! Copper Leaf Financial is very pleased to present our second in a series of "Roundtable discussion" events this fall: Smarter Charitable…

We are very pleased to present our first in a series of "Roundtable discussion" events this fall: "Impact Investing: Introduction to ESG, SRI, and Gender Lens Investing" Join us for an intimate discussion…

In this series of blog posts we continue to provide tips to help protect your finances. In this post we cover the importance of protecting your family’s financial security with life insurance. If there…

In this series of blog posts we continue to provide tips to help protect your finances. In this post we cover the importance of protecting your retirement savings by planning for your long-term care. One…

A revocable living trust is a legal arrangement that you can have set up to direct how the assets you put in the trust are to be managed during your lifetime and distributed after your death. With a revocable…

In this series of blog posts we continue to provide a few tips on how to use savings, insurance, and legal documents to help protect your finances and your financial security from the challenges you may…

In this series of blog posts we provide a few tips on how to use savings, insurance, and legal documents to help protect your finances and your financial security from the challenges you may face one day.…

In this series of blog posts we will provide a few tips on how to use savings, insurance, and legal documents to help protect your finances and your financial security from the challenges you may face…