Blog

Welcome Maia Furnari

Jun 14, 2021
WILLISTON, Vt., June 14, 2021 – Maia Furnari has joined Copper Leaf Financial as an Office Coordinator. Maia has a Bachelor of Arts degree in English Literature and Sociology from Saint Lawrence University…

Test Your Knowledge of 529 Plans

Jun 10, 2021
529 education savings plans are a tax-smart way to save for college and other levels of education. Here’s an opportunity to see how much you know about these popular plans. True or False: You can open…

6 Ways to Prepare Financially for a Natural Disaster

Jun 03, 2021
If a hurricane, flood, wildfire, or other natural disaster were to strike your area today, would you be ready for it financially? The following tips can help you get your insurance coverage and financial…

Investing Internationally - Four Things to Know

May 27, 2021
Investing in both U.S. and foreign markets can be a smart move for many investors. Here are four things to know about adding international investments to your portfolio. Investing internationally can…

Sustainable Investing - ESG

May 20, 2021
As an investor are you interested in integrating your values with your desire for making the world a better place? If so, sustainable investing might be a good fit for you. Many terms have been used to…

Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values

May 18, 2021
Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values Wednesday, June 1612pm – 1pm Via Zoom Guests: Joel Solomon, Founding Partner of Renewal Funds and Sam & Sarah…

Tools for Protecting What’s Yours – POAs

May 12, 2021
There are many ways that you could end up unavailable to make crucial financial or health care choices for yourself or your family. If at that time you have not documented your wishes it can add stress…

Tools for Protecting What’s Yours – Trusted Contact Person

May 12, 2021
In the first post of our series “Tools for Protecting What’s Yours” we discussed Financial Power of Attorney, when it applies, circumstances a POA might be used, and other additional information. In this…

Tools for Protecting What’s Yours – Healthcare Advance Directive

May 12, 2021
In the first two posts of our series “Tools for Protecting What’s Yours” we discussed the Financial Power of Attorney and having a Trusted Contact Person. The last tool we will be covering to help you…

Build Your Digital Estate Plan In Four Steps

May 11, 2021
A digital estate plan has become increasingly important over the past decade as technology progresses and becomes more prevalent in our everyday lives. To begin, ask yourself this - who has access to…