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Articles & Insights

Articles & Insights

7 Employer Considerations for a Rewarding Workplace Retirement Plan

Copper Leaf Financial, LLC is a fee-only, registered investment advisor,…

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Why You Should Save

Copper Leaf Financial, LLC is a fee-only, registered investment advisor,…

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2023: Important 401k Dates for Current Plans

As an HR professional, you wear A LOT of hats…

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ESG Investing: How is Your Portfolio Impacting the World?
Articles & Insights | News

ESG Investing: How is Your Portfolio Impacting the World?

When it comes to measuring the “impact” of ESG investing…

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Have You Considered Using Life Insurance for Philanthropic Giving?
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Have You Considered Using Life Insurance for Philanthropic Giving?

Life insurance can be a smart tool for charitable giving….

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Women & Finance: Battling the Gender Pay Gap

The gender pay gap is still prevalent and remains to…

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Copper Leaf Financial Welcomes Erica Dixon

WILLISTON, Vt., May 15, 2023 – Erica Dixon has joined…

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Can Investing in ESG funds help you meet your financial goals?
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Can Investing in ESG funds help you meet your financial goals?

ESG (Environmental, Social, and Governance) investing has gained a lot…

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This is how winners of the Nobel Prize in Economics invest.

Do you want to know how *winners of the Nobel…

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Charitable Giving: Maximize Tax Benefits and “Bunch” Your Charitable Contributions
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Charitable Giving: Maximize Tax Benefits and “Bunch” Your Charitable Contributions

The Tax Cuts and Jobs Act (TCJA) became law in…

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Giving Thanks This Holiday Season: 5 Smart Ways to Give

Copper Leaf Wealth Advisor Breanna Sykes has published a timely…

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Save Your Home Improvement Receipts — Here’s Why

When you make improvements to your home, you can generally…

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Retirement Plan Sponsors Could Expand Financial Wellness Programs in 2024

READ MORE Retirement Plan Sponsors Could Expand Financial Wellness Programs in 2024

4 Financial Best Practices for Year-End 2023

READ MORE 4 Financial Best Practices for Year-End 2023

Year-End Tips to Reduce Your 2023 Taxes: You Must Act Soon

READ MORE Year-End Tips to Reduce Your 2023 Taxes: You Must Act Soon

SHRM: Generation Z Eyes Early Retirement, Wants Personalized 401(k) Advice

READ MORE SHRM: Generation Z Eyes Early Retirement, Wants Personalized 401(k) Advice

What You Can Do Now to Prepare for the FAFSA 2024-25 Application

READ MORE What You Can Do Now to Prepare for the FAFSA 2024-25 Application

401(k) Plan Sponsors: Have You Met Your Fiduciary Requirements?

READ MORE 401(k) Plan Sponsors: Have You Met Your Fiduciary Requirements?

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