Using QCDs to Unlock the New Senior Tax Deduction
Our friends at Focus Partners have published a new article…
A Solid Retirement Plan Includes a Thoughtful Cash Flow Strategy
Cash flow planning is one of the most important, yet…
Building a Financial Plan That Lasts: Aligning Your Money with What Matters Most
At Copper Leaf Financial, we believe that good financial planning…
College Planning Timeline: What Can Parents Do & When
Jackie Thibeault, Wealth Advisor, has published a new LinkedIn article…
Protect Your Financial Security with Regular Reviews of Your Insurance Coverage
Picture this: After an unexpected storm damages your new home,…
Uncovering the Tax Trap in the One Big Beautiful Bill and How to Avoid It
Our friends at Focus Partners have published a new article…
5 Manageable Takeaways from the “One Big Beautiful Bill”
If you are like many others you’re likely overwhelmed by…
One Big Beautiful Bill: A Summary for Tax Planning
The “One Big Beautiful Tax Bill” has passed, bringing a…
LGBTQ+ & Finance: Empowering Financial Confidence with Inclusive Planning Strategies
The financial industry has an obligation to promote inclusivity and…
Financial Decisions Require Two Voices: A New Era of Money & Marriage
Copper Leaf Associate Wealth Advisor Jackie Thibeault has published a…
8 Questions to Ask When Choosing a Fiduciary Advisor
Choosing a financial advisor that is the right fit for…
Five Steps for Creating a Digital Estate Plan
If you want to make sure your digital property can…