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Beware: Most Recent ID Theft & Scam Alerts and How to Safeguard Yourself
This resource page is updated EVERY week to include any…
Building Wealth Beyond the Market: Six Decisions That Matter More than the Market
Sometimes it might feel like successful investing depends on knowing…
How Investments Impact Financial Aid Eligibility
Jackie Thibeault, CFP®, Wealth Advisor, has published a LinkedIn article…
Putting Your Digital Estate Plan in Place
Key takeaways: Why do you need a digital estate plan?…
JOHN W. DAVIS APPOINTED AS CHAIR OF WAKE ROBIN BOARD OF DIRECTORS
Copper Leaf Financial is very pleased to announce the appointment…
Learning to Embrace Retirement: A Gradual Transition
Proper retirement planning is more than ensuring you have enough…
Don’t Believe Everything You Hear:  Financial Advice Isn’t Universal
The internet is full of seemingly practical financial advice. Social…
Trump Accounts Launched July 4th: What They Are, Eligibility, and How to Open One
Jackie Thibeault, Wealth Advisor, has published a LinkedIn article about the…
5 Traits of a Sustainable Financial Plan
A sustainable financial plan is one that is sensible, resilient,…
Backdoor Roth Offers Savings Strategy for High-Income Earners
Most people are familiar with Roth IRAs as a great…
Sponsoring Financial Literacy One Student at a Time
WILLISTON, Vt., June 15, 2026 – Copper Leaf Financial continues…
The Financial Literacy Basics Everyone Should Understand
Financial literacy is about more than just understanding the basics…