Blog

Williston Vermont Event: Smarter Charitable Giving

Oct 08, 2019
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…

Williston Vermont Event: Impact Investing

Oct 03, 2019
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…

How to Protect Your Finances: Protect Your Family with Life Insurance

Sep 26, 2019
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…

How to Protect Your Finances: Protect Your Retirement Savings by Planning for Long-Term Care

Sep 19, 2019
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…

3 Benefits of a Revocable Living Trust

Sep 11, 2019
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…

How to Protect Your Finances: Protect Your Assets with Umbrella Insurance

Aug 27, 2019
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…

How to Protect Your Finances: Protect Your Income with Disability Insurance

Aug 21, 2019
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.…

How to Protect Your Finances: Create an Emergency Fund

Aug 15, 2019
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…

Starting a Retirement Plan for Your Business

Aug 05, 2019
There is still time to set one up this year! If you are self-employed or own a business and do not have a retirement plan yet, you may want to consider setting one up. Here are a few reasons why. Build…

5 Things to Know About REITs

Aug 01, 2019
REITS, or real estate investment trusts, are companies that usually own and manage income-producing real estate – and distribute part of the income they receive to their investors in the form of dividends. 1.…