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How to Kick Start Your Financial Goals

Jan 15, 2020
The start of a new year is a natural time to set new goals. Here are a few tips to help you define your financial goals and begin your journey toward them. Be specific. Once you’ve identified your goals…

Tips for Defining Your Financial Goals and Sticking to Them

Feb 11, 2020
The start of a new year is a natural time to set new goals. Here are a few tips for defining your goals and begin your journey toward them. Be specific. Once you've defined your goals - new home, college…

What to Do in the Year Before Retirement Part 3

Feb 25, 2021
In the year before retirement, there is a lot to plan to ensure you have met you goals and are financially ready to retire for the rest of your life. Here are some tips and considerations to think about. Decide…

What to Do in the Year Before Retirement Part 1

Feb 11, 2021
The decisions you make in the year before retirement regarding your retirement accounts, pensions, Social Security, and other retirement resources may impact you for the rest of your life. The following…

Meet Molly Passalacqua

Jul 15, 2021
We are very excited to introduce our new Wealth Advisor, Molly Passalacqua! Molly’s passion is to help Copper Leaf clients define their financial and lifestyle goals and develop customized plans for how…

Virtual Townhall: Dimensional Fund Advisors - Who Are They and Why Should Investors Care?

Jul 20, 2021
Virtual Townhall: Dimensional Fund Advisors - Who Are They and Why Should Investors Care? Tuesday, August 17th 3pm-4pmVia Zoom Guest Apollo Lupescu, PhD, Dimensional fund Advisors Dimensional Fund…

10 Strategies for Business Owners to Create, Manage, and Distribute Wealth

Aug 26, 2021
The global pandemic brought on some challenges like supply chain delays, inflationary spikes in segments of the economy, and a very tight labor market and despite them your business is still successful.…

Meet Breanna Sykes

Sep 01, 2021
Breanna is a Wealth Advisor with a Master of Business Administration (MBA) and a concentration in entrepreneurship from Bellevue University. She started her career path in business and technology education…