Copper Leaf Financial Services

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...

05/06/2026

We are very pleased to once again sponsor the finale this coming Saturday night. O Fortuna! features the VSO Chorus performing Carmina Burana alongside a children’s chorus, renowned vocalists Goitsemang Lehobye, Brian Giebler, and Troy Cook, and your Vermont Symphony Orchestra musicians. Led by Music Director Andrew Crust, the performance opens with Kauyumari, a piece by Mexico’s foremost composer, Gabriela Ortiz, and the evening closes out with Carl Orff’s enduring and electrifying masterwork. You can still purchase your tickets at vso.org/events! https://live-vso.pantheonsite.io/vso-event/o-fortuna/

Swing Into Spring Featured April 12 @ 4:00 pm - 6:30 pm Le Belvedere 100 Main St, Newport, Vermont Buy Tickets Join us for Swing Into Spring, a fundraiser in the North Country. Swing Into Spring features a silent auction and other opportunities to support the Vermont Symphony Orchestra's Musicians-i...

04/27/2026

Supporting Student Financial Well-Being, One Learner at a Time! Click the link to read more! https://copperleaffinancial.com/articles-insights/promoting-personal-finance-wellness/

Since fall 2025 Copper Leaf Financial Services has had the...

04/21/2026

April is Financial Literacy month! As such, we want to emphasize the importance of applying practical financial habits into your everyday life. Let’s talk “budgets”! It seems obvious but good financial health depends on more cash flowing in than flowing out. We regularly help our clients track and reign in growing expenses so that they can stay on track to met their long-term savings goals. Smart budgeting doesn’t have to feel daunting. Click the link to read more!

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...

04/15/2026

Financial Literacy 101: What Everyone Needs to Know! Click the link for more information.

Financial literacy is about more than just understanding the basics...

04/13/2026

April is Financial Literacy month, so we are emphasizing the importance of applying practical financial habits into your everyday life. To begin – how organized are your finances? Financial self-care and well-being mean periodically taking inventory of your finances. With the full picture, you can decide how to solve issues and pursue goals. Our free online checklist can guide you through a proactive review of your finances and help you get your financial ducks in a row!

Financial self-care and well-being mean periodically taking inventory of your...