Recorded Townhalls posted and available to view
The Copper Leaf Financial YouTube channel includes a library of…
The Difference Between a Forecast, a Wish, and a Worry
The Difference Between a Forecast, a Wish, and a Worry…
4 Ways to Check Out Charities Before Donating
BBB Wise Giving Alliance www.give.org This organization evaluates…
529 Plans Offer a Tax-Efficient Way to Transfer Wealth
Funding a 529 account may be an attractive option for…
Make an impact beyond your lifetime: Is it time to consider a charitable trust?
There may come a time in your life when you…
Two Financial Gift Ideas for College Grads
Know someone who is graduating from college this year? Here…
Tax-Loss Harvesting: Making Lemonade out of Lemons
Like kingdoms, tides and my teenage daughter’s emotions, the stock…
Managing Your Digital Legacy
We are all familiar with the benefits estate planning can…
3 Things to Know About Disability Insurance
Disability insurance is designed to replace part of your income…
Five Ways to Pay for College
Copper Leaf Financial Wealth Advisor Breanna Sykes has published a…
Is a Recession Coming?
With negative returns in several asset classes and rumors of…
Choosing the Right Retirement Plan for Your Business
A retirement plan is a great way for business owners…