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Welcome to the Sandy Cove Advisors Blog

Please click the categories below to view recent articles and insights written by our Team.

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Last Wishes & Instructions to Family

A post-mortem letter is not meant to replace a Will and is not a legal document, but it can provide a family with instructions during a very emotional time. This advanced planning and consideration is a gift that you can provide your family as to your last wishes and to help alleviate any stress on next steps.

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Roth Opportunities for Teens and Young Adults

A Roth IRA offers tax-free growth, making it a very attractive vehicle for young investors to take advantage of decades of compounding. If a child has earned income (reported on a tax return) from a summer job or other work, a full or partial Roth contribution may be an option. Earned income does not include interest or dividends.

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