The Financial Literacy Basics Everyone Should Understand
Financial literacy is about more than just understanding the basics…
Promoting Personal Finance Wellness: One Student at a Time
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 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…
Pre-Retirement Savings Guide: Including 2025 Limits
As retirement gets closer your financial picture comes into focus!…