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Articles & Insights

How to Estimate What College May Really Cost
Articles & Insights

How to Estimate What College May Really Cost

When determining whether a specific college is in your price…

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Backdoor Roth Offers Savings Strategy for High-Income Earners
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Backdoor Roth Offers Savings Strategy for High-Income Earners

Most people are familiar with Roth IRAs as a great…

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7 Financial Goals for 2025
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7 Financial Goals for 2025

Happy New Year! Now is the perfect time to think…

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Year-End Financial Planning Checklist
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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
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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…

Read More 6 Strategies to Control College Costs for High Income Families When FAFSA Doesn’t HelpContinue

5 Financial Decisions to Consider Before Year-End
Articles & Insights

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
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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
Articles & Insights

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
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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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Navigating Senior Living in Vermont: A Guide to Resources and Support
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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?
Articles & Insights

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
Articles & Insights | News

Copper Leaf Financial Promotes Maia Furnari to Firm Administrator

WILLISTON, Vt., July 22, 2024 –Copper Leaf Financial has promoted…

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Beware: Common Identity Theft Scams and How to Safeguard Yourself

READ MORE Beware: Common Identity Theft Scams and How to Safeguard Yourself

Five Steps for Creating a Digital Estate Plan

READ MORE Five Steps for Creating a Digital Estate Plan

Quarterly Outlook: Q2 2025

READ MORE Quarterly Outlook: Q2 2025

10 Steps to Take if Your Financial Information Has Been Compromised

READ MORE 10 Steps to Take if Your Financial Information Has Been Compromised

Protecting Your Financial Future: 7 Essential Tips to Keep Your Financial Information Secure

READ MORE Protecting Your Financial Future: 7 Essential Tips to Keep Your Financial Information Secure

Disclosure Brochures and Policies

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Williston Office:
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225 South Main Street, Rutland, VT 05701

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