Beware: Most Recent ID Theft & Scam Alerts and How to Safeguard Yourself
This resource page is updated EVERY week to include any…
5 Manageable Takeaways from the “One Big Beautiful Bill”
If you are like many others you’re likely overwhelmed by…
Copper Leaf Financial Promotes Maia Furnari to Firm Administrator
WILLISTON, Vt., July 22, 2024 –Copper Leaf Financial has promoted…
Proper Planning Recommended for Projected Rise in 2024 of 401(k) Contribution Limits
A recent article authored by Mark Henricks on Yahoo Finance…
Preparing for Student Loan Payment Resumption
Copper Leaf Associate Wealth Advisor Jackie Winkler has published a new…
Meet the Associate: Erica Dixon
Meet the Client Services Associate: Erica Dixon Erica Dixon is…
ESG Investing: How is Your Portfolio Impacting the World?
When it comes to measuring the “impact” of ESG investing…
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…
Wealth Advisor
Our firm is seeking a an experienced Wealth Management professional…