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3 Things to Know About Emergency Funds

Apr 12, 2018
There are 3 important things you should know about emergency funds: 1. How much to save. The rule of thumb is to save at least enough to cover three to six months of living expenses. If you think it may…

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…

Important To-do's Before Sending Your Child Off to College: Part Two

Oct 01, 2018
In Part One of our blog series, we provided some valuable tips - things to consider before your send your kids off to college. Here are four additional tasks that you should not forget! 1. Determine whether…

How to Protect Your Finances: Protect Your Income with Disability Insurance

Aug 21, 2019
In this series of blog posts we provide a few tips on how to use savings, insurance, and legal documents to help protect your finances and your financial security from the challenges you may face one day.…

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…

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…

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…

When You Lose a Spouse

Mar 04, 2021
Whether it is something you’ve known has been coming or is out of the blue and unexpected, losing a spouse is something very difficult to prepare for and the grief affects each of us differently. This…

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.…