ESG Investing 101: Aligning Your Values with Your Portfolio
Jackie Thibeault, Associate Wealth Advisor, has published a new article…
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…
Set Yourself Up for Financial Success This Year
Are you ready to take control of your finances in…
Insights from Breanna Sykes: How Flourish Cash Enhances Client Cash Management
Recently, Ben Cruikshank, President of Flourish, interviewed Copper Leaf Financial…
How to Estimate What College May Really Cost
When determining whether a specific college is in your price…
Backdoor Roth Offers Savings Strategy for High-Income Earners
Most people are familiar with Roth IRAs as a great…
7 Financial Goals for 2025
Happy New Year! Now is the perfect time to think…
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…