Don’t Believe Everything You Hear:  Financial Advice Isn’t Universal
The internet is full of seemingly practical financial advice. Social…
Trump Accounts Launch July 4th: What They Are, Eligibility, and How to Open One
Jackie Thibeault, Wealth Advisor, has published a LinkedIn article about the…
5 Traits of a Sustainable Financial Plan
A sustainable financial plan is one that is sensible, resilient,…
Backdoor Roth Offers Savings Strategy for High-Income Earners
Most people are familiar with Roth IRAs as a great…
Sponsoring Financial Literacy One Student at a Time
WILLISTON, Vt., June 15, 2026 – Copper Leaf Financial continues…
The Financial Literacy Basics Everyone Should Understand
Financial literacy is about more than just understanding the basics…
Promoting Personal Finance Wellness
Since fall 2025 Copper Leaf Financial Services has had the…
A Personal Lesson in Check Fraud Prevention
Check fraud feels like something from another era — an…
Limits & Milestones: Your Financial Planner for 2026
Copper Leaf Financial is very excited to unveil the new…
Important 2026 Limits for Individuals with Multiple Retirement Plans
If you are contributing to or have the opportunity to…
Using QCDs to Unlock the New Senior Tax Deduction
Our friends at Focus Partners have published an article spotlighting…
A Solid Retirement Plan Includes a Thoughtful Cash Flow Strategy
Cash flow planning is one of the most important, yet…