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Financial Planning

Insights from Breanna Sykes: How Flourish Cash Enhances Client Cash Management
Articles & Insights

Insights from Breanna Sykes: How Flourish Cash Enhances Client Cash Management

Recently, Ben Cruikshank, President of Flourish, interviewed Copper Leaf Financial…

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How to Estimate What College May Really Cost
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How to Estimate What College May Really Cost

When determining whether a specific college is in your price…

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Backdoor Roth Offers Savings Strategy for High-Income Earners
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Backdoor Roth Offers Savings Strategy for High-Income Earners

Most people are familiar with Roth IRAs as a great…

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7 Financial Goals for 2025
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7 Financial Goals for 2025

Happy New Year! Now is the perfect time to think…

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Year-End Financial Planning Checklist
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Year-End Financial Planning Checklist

End-of-year planning is crucial to meeting key deadlines and preparing…

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6 Strategies to Control College Costs for High Income Families When FAFSA Doesn’t Help
Articles & Insights

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…

Read More 6 Strategies to Control College Costs for High Income Families When FAFSA Doesn’t HelpContinue

5 Financial Decisions to Consider Before Year-End
Articles & Insights

5 Financial Decisions to Consider Before Year-End

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin…

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Year-End Tips to Reduce Your 2024 Taxes: You Must Act Soon
Articles & Insights

Year-End Tips to Reduce Your 2024 Taxes: You Must Act Soon

You may be able to reduce your 2024 taxes if…

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Qualified Charitable Distributions: A Smart Way to Give
Articles & Insights

Qualified Charitable Distributions: A Smart Way to Give

At Copper Leaf Financial we believe that tax-efficient philanthropy can…

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Top 5 Considerations for Open Enrollment: Review Your Company Benefits
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Top 5 Considerations for Open Enrollment: Review Your Company Benefits

Open enrollment is your opportunity to thoroughly review your company’s…

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Personal Finance Scorecard
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Personal Finance Scorecard

How do you score on personal finance preparedness? It’s good…

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Your Divorce is Finalized – Now What?
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Your Divorce is Finalized – Now What?

The judge has signed off and you are officially divorced….

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Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025

READ MORE Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025

Financial Decisions Require Two Voices: A New Era of Money & Marriage

READ MORE Financial Decisions Require Two Voices: A New Era of Money & Marriage

8 Questions to Ask When Choosing a Fiduciary Advisor

READ MORE 8 Questions to Ask When Choosing a Fiduciary Advisor

Tax-Smart Investing Strategy: Asset Location

READ MORE Tax-Smart Investing Strategy: Asset Location

7 Reasons You Need a Professional to Manage Your Investments

READ MORE 7 Reasons You Need a Professional to Manage Your Investments

Beware: Common Identity Theft Scams and How to Safeguard Yourself

READ MORE Beware: Common Identity Theft Scams and How to Safeguard Yourself

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