Beware: Most Recent ID Theft & Scam Alerts and How to Safeguard Yourself
This resource page is updated EVERY week to include any…
The Financial Literacy Basics Everyone Should Understand
Financial literacy is about more than just understanding the basics…
Promoting Personal Finance Wellness: One Student at a Time
Since fall 2025 Copper Leaf Financial Services has had the…
How Your Investments Are Taxed: A Simple Guide for Investors
Jackie Thibeault, Wealth Advisor, has published a new LinkedIn article…
A Personal Lesson in Check Fraud Prevention
Check fraud feels like something from another era — an…
Important 2026 Limits for Individuals with Multiple Retirement Plans
If you are contributing to or have the opportunity to…
5 Things Everyone Should Know About Social Security Benefits
At Copper Leaf Financial we work closely with our clients…
Using QCDs to Unlock the New Senior Tax Deduction
Our friends at Focus Partners have published an article spotlighting…
Giving with Intention: Mindful Charitable Donations
Jackie Thibeault, Wealth Advisor, has published a new LinkedIn article that offers…
Smart Holiday Spending: Tips for a Stress-Free Season
The holiday season is filled with joy, but it can…
A Solid Retirement Plan Includes a Thoughtful Cash Flow Strategy
Cash flow planning is one of the most important, yet…
Building a Financial Plan That Lasts: Aligning Your Money with What Matters Most
At Copper Leaf Financial, we believe that good financial planning…