Blog

Senators Call for Restoring Tax Breaks for Donors Who Don’t Itemize Their Returns

Mar 29, 2022
Lawmakers in both parties called Thursday for restoring the charitable deduction for donors who don’t itemize their taxes, a priority for nonprofits nationwide, but a key senator was noncommital on the…

Virtual Townhall: Your Essential Guide to Sustainable Investing

Mar 21, 2022
Wednesday, April 20th, 12-1pm ETRegistration link: https://lu.ma/eyedbhjz Do you want to be confident that your investments are aligned with your most deeply held beliefs and values? Do you wish your…

How Philanthropists And Foundations Can Help Ukraine

Mar 21, 2022
The humanitarian crisis in Ukraine is heart-wrenching and complex. In many respects, it’s similar to a natural disaster but it also poses distinct challenges that require both immediate and long-term support. Philanthropists,…

Declutter and Organize Your Finances

Mar 17, 2022
These easy tips can help you tidy up and organize your finances so that the next times you need a specific receipt for a warranty claim, numbers for your tax return, or other financial records, you’ll…

Financial Therapy and a Well-Lived Life - Episode 143

Mar 15, 2022
This podcast episode is the fourth in the “A Well-Lived Life” series. As this series unfolds, you learn how culture, race, generation, and gender influence our guest’s definitions. And often the accumulation…

Should Ukraine Turmoil Affect Your Investment Portfolio?

Mar 07, 2022
Copper Leaf Financial uses Dimensional Fund Advisors as investment managers for our client’s investment portfolios. They align with our evidence based philosophy by applying academic research and decades…

Virtual Townhall: Putting Today's Investing Experience in Perspective

Feb 21, 2022
Virtual Townhall: Putting Today's Investing Experience in PerspectiveTuesday, March 15th, 202212pm – 1pm ESTVia Zoom Guest: Weston Wellington, Vice President of Dimensional Fund Advisors Many investors…

Meet Maia Furnari

Feb 18, 2022
Maia is the Office Coordinator at Copper Leaf Financial. She is a native Vermonter and currently resides in Mallets Bay. Maia is a 2018 graduate of Saint Lawrence University where she double majored in…

12 Tips to Improve and Maintain Your Financial Fitness

Feb 16, 2022
The start of a new year is a good time to evaluate how you are doing financially and to take steps to either improve your finances or protect and maintain them if they are already in great shape. The following…

Important 2022 Tax Updates for Baby Boomers

Feb 01, 2022
Paying taxes is something you can’t escape; but being aware of new tax rules and revised federal deadlines can make preparing and paying your taxes a little less painful each year. Here are five major…