Copper Leaf Financial Services

10/28/2026

Overcontributing to your retirement plans can create tax headaches, so here are a few helpful steps to stay on track with them! https://copperleaffinancial.com/blog/important-2026-limits-for-individuals-with-multiple-retirement-plans/

If you are contributing to or have the opportunity to...

10/21/2026

As year-end approaches many people are considering their charitable giving options. At Copper Leaf Financial we emphasize mindful philanthropy with our clients because we believe that a focused approach can promote more meaningful giving for the donor while having a deeper impact on the community. https://copperleaffinancial.com/blog/giving-with-intention-practicing-mindful-charitable-donations/

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

10/15/2026

This Saturday, 10/17, Roots to Sky will perform at the Vergennes Opera House! Roots to Sky is the combined force of Moira Smiley and the Rasa String Quartet, who combine folk and classical styles into something magical.

We're a proud sponsor of the 2026 season at and can't wait to hear what Roots to Sky has in store for us! Get your tickets at https://www.ottercreekmusicfestival.com/

Thank you to our 2026 season sponsors!

10/08/2026

We were thrilled to once again sponsor Youth and Family Services' annual Empty Bowl event last night. In addition to sponsorship we had a group of nine of our staff volunteer, and a lot of fun was had by all!

10/07/2026

How will different types of investments impact your financial aid eligibility? Our very own Jackie Thibeault breaks down the differences between college saving plans, taxable brokerage accounts, and more! https://copperleaffinancial.com/blog/how-investments-impact-financial-aid-eligibility/

Jackie Thibeault, CFP®, Wealth Advisor, has published a LinkedIn article...

10/05/2026

Every year, hundreds of students attend , an incredible event where they meet local employers, learn to use new tools and equipment, and expand their career pathways.

We're very excited to sponsor the event this year! Check it out this Thursday, October 8th! https://vtworksforwomen.org/program/women-can-do/

Women Can Do is Vermont Works for Women's annual career exploration conference for high school girls and gender-expansive youth in Vermont.

09/30/2026

Much of our financial records, personal files, photographs, and accounts now exist primarily online, so it’s more important than ever to have a digital estate plan in place. Check out our latest blog for some easy steps to take now to help ensure your digital legacy is protected: https://copperleaffinancial.com/blog/putting-your-digital-estate-plan-in-place/

Key takeaways: Why do you need a digital estate plan?...

09/28/2026

We're thrilled to once again sponsor 's Empty Bowl Dinner! 🥣

Next Wednesday, Oct. 7th, join us for a meal and help raise money for teens and young adults in need. Grab your tickets now! www.spectrumvt.org/emptybowl

Come join us for Spectrum's Empty Bowl Dinner, presented by Vermont Federal Credit Union. This family-friendly evening brings the community together to raise over $100,000 to help teens and young adults get help when they need it most. Choose a handmade ceramic bowl to keep, and fill it with soups d...

09/25/2026

We're excited to sponsor the Rug Concert: a family-friendly concert series that introduces a variety of instruments to our youngest listeners.

The first show is TOMORROW, 9/26 at 11:00am. Learn more and get tickets (children get in free!): https://vyo.app.neoncrm.com/nx/portal/neonevents/events?path=%2Fportal%2Fevents%2F54694

09/23/2026

Navigating your teens’ college planning journey does not have to be daunting. Check out our clear timeline and year-by-year breakdown to help you stay informed and on track: https://copperleaffinancial.com/blog/college-planning-timeline/

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