Your Divorce is Finalized – Now What?
The judge has signed off and you are officially divorced….
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White Papers and Other References
Tax Tables 2025Tax Tables 2024 Medicare Frequently Asked Questions Solo…
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Beware: Most Recent ID Theft & Scam Alerts and How to Safeguard Yourself
This resource page is updated EVERY week to include any…
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A Solid Retirement Plan Includes a Thoughtful Cash Flow Strategy
Cash flow planning is one of the most important, yet…
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Building a Financial Plan That Lasts: Aligning Your Money with What Matters Most
At Copper Leaf Financial, we believe that good financial planning…
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College Planning Timeline: What Can Parents Do & When
Jackie Thibeault, Wealth Advisor, has published a new LinkedIn article…
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Protect Your Financial Security with Regular Reviews of Your Insurance Coverage
Picture this: After an unexpected storm damages your new home,…
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Uncovering the Tax Trap in the One Big Beautiful Bill and How to Avoid It
Our friends at Focus Partners have published a new article…
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5 Manageable Takeaways from the “One Big Beautiful Bill”
If you are like many others you’re likely overwhelmed by…
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One Big Beautiful Bill: A Summary for Tax Planning
The “One Big Beautiful Tax Bill” has passed, bringing a…
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One Big Beautiful Bill Act Comparison Guide
See our detailed comparison guide and learn what’s changed and…
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LGBTQ+ & Finance: Empowering Financial Confidence with Inclusive Planning Strategies
The financial industry has an obligation to promote inclusivity and…
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Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025
Congratulations to Copper Leaf Financial Senior Wealth Advisor Bre Sykes,…
