7 Financial Goals for 2025
As the New Year approaches, it’s the perfect time to…
Year-End Financial Planning Checklist
End-of-year planning is crucial to meeting key deadlines and preparing…
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…
5 Financial Decisions to Consider Before Year-End
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin…
Year-End Tips to Reduce Your 2024 Taxes: You Must Act Soon
You may be able to reduce your 2024 taxes if…
Qualified Charitable Distributions: A Smart Way to Give
At Copper Leaf Financial we believe that tax-efficient philanthropy can…
Top 5 Considerations for Open Enrollment: Review Your Company Benefits
Open enrollment is your opportunity to thoroughly review your company’s…
Personal Finance Scorecard
How do you score on personal finance preparedness? It’s good…
Your Divorce is Finalized – Now What?
The judge has signed off and you are officially divorced….
Safeguard Your Family’s Financial Security: Plan Now for Incapacity
Life happens and being prepared for the unexpected can ensure…
Retirement Accounts Explained: Clearing up the Uncertainty
There are many types of retirement accounts, and each has…
LGBTQ Families: Tips to Better Protect Your Financial Future
Copper Leaf Financial Associate Wealth Advisor Jackie Winkler has published…