Copper Leaf Financial Services

09/02/2026

There are some IRA and retirement plan asset mistakes that cannot be “fixed”. Learn more about those here: https://www.fa-mag.com/news/7-fatal-errors--mistakes-that-cannot-be-fixed-88157.html

These missteps can result in substantial tax bills, unintended penalties, and ultimately the loss of hard-earned retirement savings.

08/26/2026

Retirement is not just a milestone. It is a major life transition. Check out our new blog post featuring Copper Leaf Partner John Davis’s story about his gradual transition into -retirement: https://copperleaffinancial.com/blog/learning-to-embrace-retirement-a-gradual-transition/

Proper retirement planning is more than ensuring you have enough...

08/19/2026

Congratulations Adam! We're thrilled to share that Client Services Associate Adam Eiklor recently passed the Series 65 Uniform Investment Adviser Law Examination as part of his ongoing commitment to professional development.

08/19/2026

Big shout out to Wealth Advisor Jackie Thibeault!! Jackie officially completed all education, exam, and experience requirements to obtain her CFP® certification!!

08/19/2026

Stealth helps you become wealthy rather than just look wealthy. Making intentional spending decisions, investing consistently and resisting the pressure to keep up with everyone else. identifies 7 everyday habits that could reveal if you're practicing stealth wealth without realizing it: https://www.kiplinger.com/personal-finance/family-savings/7-signs-youre-practicing-stealth-wealth-without-realizing-it

Are you quietly building wealth? Discover seven everyday habits that could reveal you're practicing stealth wealth without realizing it.

08/13/2026

A sustainable financial plan is one that is sensible, resilient, and adaptable over the long term. At Copper Leaf Financial we work with our clients to develop a sustainable plan that includes 5 key components:

A sustainable financial plan is one that is sensible, resilient,...

08/05/2026

strategizing is a key component to a successful . Retirees with the lowest tax bills in are usually those who understand how retirement income works and plan ahead: https://www.kiplinger.com/taxes/tax-planning/how-to-avoid-overpaying-taxes-in-retirement

The retirees who enjoy the lowest tax bills in retirement aren't those who earned the least — they're the ones who plan ahead for their retirement income.

07/29/2026

The Trump accounts are a new type of tax-advantaged account for children born between January 1, 2025 and December 31, 2028. Kids might receive free seed money in the form of a $1,000 contribution from the U.S. government. Read all about it in our recent blog post including eligibility requirements and steps needed to open an account: https://copperleaffinancial.com/blog/trump-accounts-launch-july-4th/

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

07/22/2026

The financial advice we get online is usually intended for a broad audience and it may not reflect every individual's needs. Explore why context matters: https://copperleaffinancial.com/articles-insights/dont-believe-everything-you-hear-financial-advice-isnt-universal/

The internet is full of seemingly practical financial advice. Social...

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...