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Thought Leadership By Our Team

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Perspectives: Summer 2018

We hope you are enjoying this lovely summer weather. In this newsletter, we update you on the goings on around Sandy Cove, review the markets at this halfway point and highlight the differences and advantages between a Roth 401(k) and a Traditional 401(k).

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Fall 2017 Newsletter

We hope you are enjoying all that a New England fall has to offer. In this newsletter, we review the markets, congratulate our colleagues on their new certifications, cover Last Wishes and Instructions and discuss Cyber Security tips and tricks.

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Continuing Education at Sandy Cove Advisors

The Sandy Cove Advisors team is constantly striving to develop professionally to enrich the experience our clients enjoy. There are many opportunities to seek out continuing education, and this quarter two of our colleagues went the extra yard and received certifications.

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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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Get Organized: Digitizing Personal Documents

Computers are very good at searching. Computers are also excellent at retrieval. No matter how fast and efficiently you think you can find and retrieve information in your house from pieces of paper, rest assured, computers can do it faster.

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