Copper Leaf Financial Services

07/15/2026

Trump Accounts (503A Accounts) launched July 4th and they give families a new way to save for a child's future. Explore requirements, government contributions, and the steps to open an account: https://copperleaffinancial.com/articles-insights/trump-accounts-launch-july-4th/

Jackie Thibeault, Wealth Advisor, has published a LinkedIn article about the...

07/02/2026

Curious about the new Trump accounts launching tomorrow, July 4th? Wealth Advisor Jackie Thibeault has posted a new article about the accounts - who is eligible and how can you open one? Read more: https://copperleaffinancial.com/articles-insights/trump-accounts-launch-july-4th/

Jackie Thibeault, Wealth Advisor, has published a LinkedIn article about the...

06/24/2026

We are celebrating and sponsoring financial literacy – one student at a time! Learn more about our collaboration with Winooski High School during the 2025-26 school year – truly inspiring and we are so excited to build on this momentum next year: https://copperleaffinancial.com/articles-insights/sponsoring-financial-literacy/

06/10/2026

Protecting your financial future starts with staying . Explore practical considerations and planning strategies tailored to the needs of + individuals and families: https://copperleaffinancial.com/articles-insights/lgbtq-families-4-tips-to-better-protect-your-financial-future/

Copper Leaf Financial Associate Wealth Advisor Jackie Winkler has published...

06/03/2026

confidence starts with feeling seen. Explore strategies designed to foster financial security and peace of mind for + individuals and families:
https://copperleaffinancial.com/articles-insights/lgbtq-finance-empowering-financial-confidence-with-inclusive-planning-strategies/

The financial industry has an obligation to promote inclusivity and...

05/27/2026

While the year comes to a close we think that this is a good time to reshare our planning timeline with – a year by year list of “to do’s” to help you stay ahead of your child’s college planning needs! https://copperleaffinancial.com/articles-insights/college-planning-timeline/

Jackie Thibeault, Wealth Advisor, has published a new LinkedIn article...

05/21/2026

It was wonderful to have our advisors join Winooski High School students for a virtual "Q&A" to discuss a career in the Financial Advisory profession. Truly inspiring!

05/20/2026

Any time of year is the perfect time for an annual review of your personal finances! We have some easy, applicable tips for getting your financial ducks in a row: https://copperleaffinancial.com/get-your-financial-ducks-in-a-row/

Get Your Financial “Ducks” in a Row Any time of year is the perfect time for an annual review of your personal finances! Financial self-care and well-being mean periodically taking...

05/13/2026

The One Big Beautiful Bill Act provided new opportunities and challenges. This included a new temporary deduction and age 65 and older should start discussing ways to manage their modified adjusted gross income now. Read more in our blog post: https://copperleaffinancial.com/articles-insights/using-qcds-to-unlock-the-new-senior-tax-deduction-2/

Our friends at Focus Partners have published an article spotlighting...