Survivor Checklist: What to Do After the Death of a Loved One
Having to deal with the death of a loved one…
Planning for Incapacity – What Are Your Options?
This document outlines your options for managing finances in the…
LGBTQ Families: Tips to Better Protect Your Financial Future
Copper Leaf Financial Associate Wealth Advisor Jackie Winkler has published…
Veto Override Impacts Vermont Property Tax and Short-term Rentals
Vermont Public | By Lola Duffort, June 17, 2024 Vermont…
Financial Inventory Worksheet
Copper Leaf Financial has created this worksheet to assist estate…
Understanding the Unique Challenges for Women Navigating Finances
Women are making significant strides in career advancement, education, and…
Maximize Your Savings: Tax Credit Opportunities for New 401(k) Plans
Retirement planning is essential to your future financial security, and…
Embracing Sustainability: Integrating Eco-Friendly Practices Into Your Financial Habits
Jackie Winkler, Copper Leaf Financial Associate Wealth Advisor has a…
The Cost of Financial Stress
For employers, there is much to be gained from helping…
12 Tips to Improve and Maintain Your Financial Fitness
The start of a new year is a good time…
4 Financial Best Practices for Year-End 2023
With so many year-end tasks to attend to it’s difficult…
What You Can Do Now to Prepare for the FAFSA 2024-25 Application
Copper Leaf Financial Associate Wealth Advisor Jackie Winkler has published…