Year-End Financial Planning Checklist
End-of-year planning is crucial to meeting key deadlines and preparing…
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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…
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5 Financial Decisions to Consider Before Year-End
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin…
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Year-End Tips to Reduce Your 2024 Taxes: You Must Act Soon
You may be able to reduce your 2024 taxes if…
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Qualified Charitable Distributions: A Smart Way to Give
At Copper Leaf Financial we believe that tax-efficient philanthropy can…
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Top 5 Considerations for Open Enrollment: Review Your Company Benefits
Open enrollment is your opportunity to thoroughly review your company’s…
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Personal Finance Scorecard
How do you score on personal finance preparedness? It’s good…
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Complete Financial Checklist
Financial self-care and well-being mean periodically taking inventory of your…
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Everything You Need to Know About Medicare, In One Place
Navigating the ins and outs of Medicare can be complex,…
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Navigating Senior Living in Vermont: A Guide to Resources and Support
While known for its scenic beauty and close-knit communities, finding…
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Your Divorce is Finalized – Now What?
The judge has signed off and you are officially divorced….
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Copper Leaf Financial Promotes Maia Furnari to Firm Administrator
WILLISTON, Vt., July 22, 2024 –Copper Leaf Financial has promoted…
