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5 Manageable Takeaways from the “One Big Beautiful Bill”
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5 Manageable Takeaways from the “One Big Beautiful Bill”

If you are like many others reading through the “One…

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

Identity thieves and scammers are becoming more sophisticated each year,…

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Higher Education Planning
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Higher Education Planning

Funding a college education requires strategic planning. This can help…

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Copper Leaf Financial’s 2025 Medicare FAQ: Your Go-To Guide for Clarity & Confidence
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Copper Leaf Financial’s 2025 Medicare FAQ: Your Go-To Guide for Clarity & Confidence

Copper Leaf Financial’s newly revised “Medicare FAQ” for 2025 is…

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How to Estimate What College May Really Cost
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How to Estimate What College May Really Cost

When determining whether a specific college is in your price…

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6 Strategies to Control College Costs for High Income Families When FAFSA Doesn’t Help
Articles & Insights

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

Everything You Need to Know About Medicare, In One Place
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Everything You Need to Know About Medicare, In One Place

Navigating the ins and outs of Medicare can be complex,…

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5 Manageable Takeaways from the “One Big Beautiful Bill”

READ MORE 5 Manageable Takeaways from the “One Big Beautiful Bill”

One Big Beautiful Bill: A Summary for Tax Planning

READ MORE One Big Beautiful Bill: A Summary for Tax Planning

LGBTQ+ & Finance: Empowering Financial Confidence with Inclusive Planning Strategies

READ MORE LGBTQ+ & Finance: Empowering Financial Confidence with Inclusive Planning Strategies

Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025

READ MORE Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025

Financial Decisions Require Two Voices: A New Era of Money & Marriage

READ MORE Financial Decisions Require Two Voices: A New Era of Money & Marriage

8 Questions to Ask When Choosing a Fiduciary Advisor

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