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40 Financial Things to Know by Age 40: Part Four

Oct 05, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   Missing Money   Where to find missing money.    Whatever…

Myth: Philanthropy is for the super wealthy

Aug 15, 2018
Copper Leaf Financial's Michael L. Thompson, CAP® joins internationally published Vermont author Kathleen Burns Kingsbury for this recent "Breaking Money Silence" podcast to discuss the myth that philanthropy…

5 Ways to Improve Your Credit Score

Feb 05, 2019
The higher your credit score, the better, when it comes to applying for mortgages, loans, and credit cards. Lenders use credit scores to judge whether you are a good credit risk. A higher credit score…

Your Complete Guide to a Successful and Secure Retirement

Mar 19, 2019
Can you relate to any of these scenarios? You’re not ready to retire, but you’re getting there. Social Security, Medicare, IRAs, Monte Carlo analysis… You’ve considered them all in passing, but it’s…

How to Protect Your Finances: Protect Your Retirement Savings by Planning for Long-Term Care

Sep 19, 2019
In this series of blog posts we continue to provide tips to help protect your finances. In this post we cover the importance of protecting your retirement savings by planning for your long-term care. One…

How to Protect Your Finances: Protect Your Family with Life Insurance

Sep 26, 2019
In this series of blog posts we continue to provide tips to help protect your finances. In this post we cover the importance of protecting your family’s financial security with life insurance. If there…

6 Tips for Giving and Receiving Gift Cards

Nov 19, 2019
Gift cards are a popular and convenient way to give someone a gift, but sometimes things can go wrong. These tips from the Federal Trade Commission (FTC), America’s consumer protection agency, may help…

Williston Vermont Event: Money Date Night

Jan 22, 2020
Build a stronger relationship with healthy financial conversations! Copper Leaf Financial is very excited to present our 3rd in a series of "Roundtable discussions" in our Williston, Vermont office. Money…

February Roundtable Event "Money Date Night" was a Success

Feb 26, 2020
The latest in the Copper Leaf Roundtable event series, "Money Date Night", did not disappoint!ICF Certified Coach and Podcast Host Lindsey Lathrop and Michael L. Thompson, CAP®, AIF® led an insightful…

Cultivating an Abundance Mindset, Even in Difficult Times

Jul 13, 2020
Becca Craig, ABA, CFP®, 6/29/2020 - Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in…