Set Yourself Up for Financial Success This Year
Are you ready to take control of your finances in…
Insights from Breanna Sykes: How Flourish Cash Enhances Client Cash Management
Recently, Ben Cruikshank, President of Flourish, interviewed Copper Leaf Financial…
How to Estimate What College May Really Cost
When determining whether a specific college is in your price…
Backdoor Roth Offers Savings Strategy for High-Income Earners
Most people are familiar with Roth IRAs as a great…
7 Financial Goals for 2025
Happy New Year! Now is the perfect time to think…
Year-End Financial Planning Checklist
End-of-year planning is crucial to meeting key deadlines and preparing…
6 Strategies to Control College Costs for High Income Families When FAFSA Doesn’t Help
Copper Leaf Financial Associate Wealth Advisor Jackie Thibeault has published…
5 Financial Decisions to Consider Before Year-End
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin…
Year-End Tips to Reduce Your 2024 Taxes: You Must Act Soon
You may be able to reduce your 2024 taxes if…
Qualified Charitable Distributions: A Smart Way to Give
At Copper Leaf Financial we believe that tax-efficient philanthropy can…
Top 5 Considerations for Open Enrollment: Review Your Company Benefits
Open enrollment is your opportunity to thoroughly review your company’s…
Personal Finance Scorecard
How do you score on personal finance preparedness? It’s good…