7 Employer Considerations for a Rewarding Workplace Retirement Plan
Copper Leaf Financial, LLC is a fee-only, registered investment advisor,…
Why You Should Save
Copper Leaf Financial, LLC is a fee-only, registered investment advisor,…
2023: Important 401k Dates for Current Plans
As an HR professional, you wear A LOT of hats…
ESG Investing: How is Your Portfolio Impacting the World?
When it comes to measuring the “impact” of ESG investing…
Have You Considered Using Life Insurance for Philanthropic Giving?
Life insurance can be a smart tool for charitable giving….
Women & Finance: Battling the Gender Pay Gap
The gender pay gap is still prevalent and remains to…
Copper Leaf Financial Welcomes Erica Dixon
WILLISTON, Vt., May 15, 2023 – Erica Dixon has joined…
Can Investing in ESG funds help you meet your financial goals?
ESG (Environmental, Social, and Governance) investing has gained a lot…
This is how winners of the Nobel Prize in Economics invest.
Do you want to know how *winners of the Nobel…
Charitable Giving: Maximize Tax Benefits and “Bunch” Your Charitable Contributions
The Tax Cuts and Jobs Act (TCJA) became law in…
Giving Thanks This Holiday Season: 5 Smart Ways to Give
Copper Leaf Wealth Advisor Breanna Sykes has published a timely…
Save Your Home Improvement Receipts — Here’s Why
When you make improvements to your home, you can generally…