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Critical Financial Considerations When You Leave a Job

Jun 14, 2016
Tips to help you make the most of your retirement savings, stock options, and employee benefits when you leave a job. Whether you are switching jobs or retiring, you may be faced with several financial…

Three Ways to Get Your Federal Student Loans Forgiven

Jun 07, 2016
If you’re like most people, your student loans probably feel like a ball and chain. Every month, you dutifully make a payment knowing that you’ll be making that same payment next month, the month after…

A Guide to Planning Your Estate: Protect Your Loved Ones (Part Two)

May 25, 2016
Tips on how to help protect your loved ones’ financial future, as well as your own. Get your beneficiary designations in order. Several types of assets, such as life insurance and assets held in financial…

A Guide to Planning Your Estate: Protect Your Loved Ones (Part One)

May 23, 2016
Tips on how to help protect your loved ones’ financial future, as well as your own. Understand the importance and the potential of estate planning. Estate planning is more than simply drafting a will…

State Designates Copper Leaf Financial as Vermont Green Business

May 23, 2016
WILLISTON, Vt., May 24, 2016 –Copper Leaf Financial (CLF), located in Williston, has been named a Vermont Green Business by the state of Vermont for their environmental stewardship and sustainability efforts.…

It Might Be Time to Revisit Your Social Security Claiming Strategy

May 16, 2016
Recent rule changes have forced many to reconsider their SS claiming strategy, however, if you are the right age, there may still be time to implement them before the window of opportunity closes for good. Married…

Answers to Common Questions about IRAs

May 02, 2016
Using an individual retirement account (IRA) to build your retirement nest egg can be a tax-savvy move. Here are some answers to commonly asked questions about IRAs; your tax and financial advisors can…

Financial Advice for Engaged Couples and Newlyweds

Apr 25, 2016
To help ensure a smooth start to your financial life together, we offer some general tips for newlyweds and engaged couples to help get your finances in order, save money, and build a strong financial…

Ten reasons to Consider a 529 Plan

Apr 18, 2016
529 college savings plans have helped millions of families save for college and at the same time lower their tax liability. Depending on your personal financial situation, this could be an excellent solution…

Financial Resolution for the New Year: Review Your Estate Plan

Apr 18, 2016
To help your estate plan stay in sync with changes in your family, finances, and the law, it is a good idea to review your estate documents (wills, trusts, powers of attorney, health care proxies, and…