College Planning Timeline: What Can Parents Do & When
Jackie Thibeault, Wealth Advisor, has published a new LinkedIn article…
Protect Your Financial Security with Regular Reviews of Your Insurance Coverage
Picture this: After an unexpected storm damages your new home,…
Uncovering the Tax Trap in the One Big Beautiful Bill and How to Avoid It
Our friends at Focus Partners have published a new article…
5 Manageable Takeaways from the “One Big Beautiful Bill”
If you are like many others you’re likely overwhelmed by…
One Big Beautiful Bill: A Summary for Tax Planning
The “One Big Beautiful Tax Bill” has passed, bringing a…
LGBTQ+ & Finance: Empowering Financial Confidence with Inclusive Planning Strategies
The financial industry has an obligation to promote inclusivity and…
Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025
Congratulations to Copper Leaf Financial Senior Wealth Advisor Bre Sykes,…
Financial Decisions Require Two Voices: A New Era of Money & Marriage
Copper Leaf Associate Wealth Advisor Jackie Thibeault has published a…
8 Questions to Ask When Choosing a Fiduciary Advisor
Choosing a financial advisor that is the right fit for…
Tax-Smart Investing Strategy: Asset Location
Asset location is a tax-efficient investment strategy that places different…
7 Reasons You Need a Professional to Manage Your Investments
Investing is a powerful tool for building wealth over time,…
Five Steps for Creating a Digital Estate Plan
If you want to make sure your digital property can…